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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 | $7,396 | $43,483-83.0% | $54,726-86.5% | $64,173-88.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -3.91% | -1.03%-2.9pp | -4.56%+0.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $744 | $2,632-71.7% | $3,449-78.4% | $2,381-68.7% |
| Participant deferral / active EE | $1,062 | $3,102-65.7% | $3,953-73.1% | $3,470-69.4% |
| Admin fee / account holder | $6,339 | $4,250+49.2% | $3,818+66.1% | $4,887+29.7% |