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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 | $12,087 | $71,873-83.2% | $86,698-86.1% | $68,490-82.4% |
| Participation rate | 79.5% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.6pp |
| Annual return | -11.73% | 3.54%-15.3pp | 35.96%-47.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,100 | $2,173-49.4% | $2,837-61.2% | $2,597-57.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $638 | $6,110-89.6% | $7,492-91.5% | $5,403-88.2% |