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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 | $10,639 | $64,176-83.4% | $112,249-90.5% | $66,938-84.1% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.1%+21.7pp | 69.8%+26.9pp |
| Annual return | -17.80% | -13.80%-4.0pp | 27.48%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,358 | $3,007-21.6% | $3,636-35.1% | $2,545-7.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,234 | $626+97.2% | $6,412-80.8% | $594+107.9% |