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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 | $8,321 | $49,280-83.1% | $67,313-87.6% | $64,181-87.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.00% | -1.39%-0.6pp | -4.08%+2.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,835 | $1,668+10.0% | $2,566-28.5% | $2,381-22.9% |
| Participant deferral / active EE | $2,979 | $2,484+19.9% | $3,568-16.5% | $3,470-14.2% |
| Admin fee / account holder | $304 | $3,863-92.1% | $4,507-93.3% | $4,887-93.8% |