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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 | $22,582 | $67,411-66.5% | $91,004-75.2% | $70,124-67.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | -40.16%+59.0pp | 4.60%+14.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,952 | $1,786+65.3% | $2,456+20.2% | $2,342+26.0% |
| Participant deferral / active EE | $2,340 | $2,823-17.1% | $3,548-34.1% | $3,332-29.8% |
| Admin fee / account holder | $1,158 | $4,236-72.7% | $5,417-78.6% | $4,645-75.1% |