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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 | $7,389 | $49,280-85.0% | $67,313-89.0% | $64,173-88.5% |
| Participation rate | 93.6% | 60.8%+32.8pp | 69.1%+24.5pp | 69.6%+24.0pp |
| Annual return | -2.40% | -1.39%-1.0pp | -4.08%+1.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,535 | $1,668-8.0% | $2,566-40.2% | $2,381-35.5% |
| Participant deferral / active EE | $1,292 | $2,484-48.0% | $3,568-63.8% | $3,470-62.8% |
| Admin fee / account holder | $12,358 | $3,863+219.9% | $4,507+174.2% | $4,887+152.8% |