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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 | $22,595 | $61,660-63.4% | $80,022-71.8% | $64,173-64.8% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | -5.53% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,065 | $1,810-41.2% | $2,468-56.8% | $2,381-55.3% |
| Participant deferral / active EE | $2,373 | $2,968-20.1% | $3,686-35.6% | $3,470-31.6% |
| Admin fee / account holder | $333 | $5,417-93.9% | $6,521-94.9% | $4,887-93.2% |