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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 | $7,249 | $45,872-84.2% | $77,081-90.6% | $68,495-89.4% |
| Participation rate | 91.4% | 55.9%+35.5pp | 67.9%+23.5pp | 67.9%+23.5pp |
| Annual return | -18.21% | 1.73%-19.9pp | 42.33%-60.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,173 | $1,650-28.9% | $2,813-58.3% | $2,596-54.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $765 | $3,041-74.8% | $5,427-85.9% | $5,403-85.8% |