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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 | $9,214 | $73,863-87.5% | $143,797-93.6% | $68,490-86.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.15% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $598 | $3,185-81.2% | $4,952-87.9% | $2,597-77.0% |
| Participant deferral / active EE | $1,091 | $3,385-67.8% | $5,638-80.7% | $4,028-72.9% |
| Admin fee / account holder | $846 | $5,756-85.3% | $14,679-94.2% | $5,403-84.3% |