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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 | $7,002 | $73,848-90.5% | $143,799-95.1% | $68,486-89.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -17.99% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,905 | $3,184-40.2% | $4,952-61.5% | $2,597-26.6% |
| Participant deferral / active EE | $968 | $3,385-71.4% | $5,638-82.8% | $4,028-76.0% |
| Admin fee / account holder | $2,854 | $5,755-50.4% | $14,677-80.6% | $5,404-47.2% |