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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 | $9,636 | $54,726-82.4% | $68,793-86.0% | $64,181-85.0% |
| Participation rate | 92.9% | 68.0%+24.8pp | 72.2%+20.6pp | 69.6%+23.3pp |
| Annual return | -1.65% | -1.62%0pp | -4.63%+3.0pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,361 | $1,846-26.3% | $2,625-48.1% | $2,381-42.8% |
| Participant deferral / active EE | $3,071 | $2,626+16.9% | $3,311-7.3% | $3,470-11.5% |
| Admin fee / account holder | $10,179 | $4,027+152.8% | $5,131+98.4% | $4,887+108.3% |