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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 | $9,756 | $49,177-80.2% | $79,476-87.7% | $64,181-84.8% |
| Participation rate | 73.2% | 65.0%+8.1pp | 73.3%-0.2pp | 69.6%+3.6pp |
| Annual return | -7.85% | -1.16%-6.7pp | 718.21%-726.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,602 | $2,076-22.8% | $2,800-42.8% | $2,381-32.7% |
| Participant deferral / active EE | $1,569 | $2,821-44.4% | $3,704-57.6% | $3,470-54.8% |
| Admin fee / account holder | $714 | $3,839-81.4% | $5,113-86.0% | $4,887-85.4% |