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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 | $13,949 | $59,819-76.7% | $79,583-82.5% | $68,490-79.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.23% | -12.30%-5.9pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,267 | $1,505+183.5% | $2,414+76.8% | $2,597+64.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,096 | $4,835-56.7% | $6,835-69.3% | $5,403-61.2% |