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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 | $27,865 | $45,108-38.2% | $436,953-93.6% | $105,125-73.5% |
| Participation rate | 100.0% | 41.3%+58.7pp | 44.2%+55.8pp | 14.6%+85.4pp |
| Annual return | -3.79% | -2.89%-0.9pp | -102.04%+98.2pp | 10.56%-14.4pp |
| Employer contribution / active EE | $8,691 | $14,715-40.9% | $36,232-76.0% | $13,643-36.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $3,550 | $2,952+20.3% | $12,721-72.1% | $3,354+5.8% |