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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 | $16,021 | $73,019-78.1% | $90,766-82.3% | $68,490-76.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.16% | -13.81%+0.6pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $874 | $2,193-60.2% | $2,922-70.1% | $2,597-66.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $408 | $5,897-93.1% | $8,446-95.2% | $5,403-92.5% |