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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 | $8,900 | $73,839-87.9% | $143,788-93.8% | $68,495-87.0% |
| Participation rate | 74.4% | 66.7%+7.8pp | 80.3%-5.9pp | 67.9%+6.5pp |
| Annual return | -16.79% | 1.01%-17.8pp | -0.03%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $689 | $3,184-78.3% | $4,952-86.1% | $2,596-73.4% |
| Participant deferral / active EE | $1,137 | $3,384-66.4% | $5,638-79.8% | $4,028-71.8% |
| Admin fee / account holder | $1,451 | $5,755-74.8% | $14,675-90.1% | $5,403-73.1% |