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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 | $13,453 | $59,819-77.5% | $79,583-83.1% | $68,490-80.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.81% | -12.30%-1.5pp | 0.16%-14.0pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,457 | $1,505+63.2% | $2,414+1.8% | $2,597-5.4% |
| Participant deferral / active EE | $2,676 | $3,025-11.5% | $3,986-32.9% | $4,028-33.6% |
| Admin fee / account holder | $427 | $4,835-91.2% | $6,835-93.8% | $5,403-92.1% |