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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 | $12,674 | $50,947-75.1% | $74,549-83.0% | $64,173-80.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.65% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,118 | $1,115+179.6% | $1,961+59.0% | $2,381+31.0% |
| Participant deferral / active EE | $2,875 | $2,302+24.9% | $3,108-7.5% | $3,470-17.2% |
| Admin fee / account holder | $3,042 | $4,221-27.9% | $5,059-39.9% | $4,887-37.8% |