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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 | $5,289 | $61,660-91.4% | $80,022-93.4% | $64,173-91.8% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.8pp | 69.6%+28.1pp |
| Annual return | -6.99% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,163 | $1,810-35.8% | $2,468-52.9% | $2,381-51.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,231 | $5,417-77.3% | $6,521-81.1% | $4,887-74.8% |