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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 | $16,754 | $71,872-76.7% | $86,691-80.7% | $68,495-75.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.01% | 3.53%-20.5pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $682 | $2,173-68.6% | $2,837-75.9% | $2,596-73.7% |
| Participant deferral / active EE | $2,148 | $3,779-43.2% | $4,656-53.9% | $4,028-46.7% |
| Admin fee / account holder | $3,348 | $6,112-45.2% | $7,492-55.3% | $5,403-38.0% |