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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 | $9,432 | $73,848-87.2% | $143,799-93.4% | $68,486-86.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.82% | 0.91%-13.7pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,020 | $3,184-68.0% | $4,952-79.4% | $2,597-60.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,700 | $5,755-35.7% | $14,677-74.8% | $5,404-31.5% |