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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 | $2,671 | $48,267-94.5% | $68,808-96.1% | $68,486-96.1% |
| Participation rate | 83.8% | 60.7%+23.1pp | 69.0%+14.8pp | 67.9%+15.9pp |
| Annual return | -17.03% | -12.70%-4.3pp | -6.37%-10.7pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,954 | $2,867-31.8% | $3,942-50.4% | $4,028-51.5% |
| Admin fee / account holder | $955 | $4,362-78.1% | $4,936-80.7% | $5,404-82.3% |