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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 | $12,398 | $71,878-82.8% | $86,698-85.7% | $68,486-81.9% |
| Participation rate | 98.3% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -13.66% | 3.53%-17.2pp | 35.95%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $862 | $2,173-60.3% | $2,837-69.6% | $2,597-66.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,045 | $6,113-66.5% | $7,493-72.7% | $5,404-62.2% |