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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 | $11,644 | $59,813-80.5% | $79,580-85.4% | $68,486-83.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -12.30%-2.6pp | 0.15%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $953 | $1,505-36.7% | $2,413-60.5% | $2,597-63.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $527 | $4,835-89.1% | $6,835-92.3% | $5,404-90.2% |