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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 | $9,241 | $73,848-87.5% | $143,799-93.6% | $68,486-86.5% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -14.15% | 0.91%-15.1pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,949 | $3,184-38.8% | $4,952-60.7% | $2,597-25.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $508 | $5,755-91.2% | $14,677-96.5% | $5,404-90.6% |