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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,416 | $71,878-77.2% | $86,698-81.1% | $68,486-76.0% |
| Participation rate | 71.2% | 72.2%-1.1pp | 76.6%-5.4pp | 67.9%+3.3pp |
| Annual return | -17.92% | 3.53%-21.5pp | 35.95%-53.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,766 | $2,173-18.7% | $2,837-37.7% | $2,597-32.0% |
| Participant deferral / active EE | $2,196 | $3,779-41.9% | $4,656-52.8% | $4,028-45.5% |
| Admin fee / account holder | $845 | $6,113-86.2% | $7,493-88.7% | $5,404-84.4% |