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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 | $12,262 | $71,878-82.9% | $86,698-85.9% | $68,486-82.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.23% | 3.53%-17.8pp | 35.95%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,081 | $2,173+41.8% | $2,837+8.6% | $2,597+18.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,324 | $6,113-78.3% | $7,493-82.3% | $5,404-75.5% |