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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 | $8,232 | $73,848-88.9% | $143,799-94.3% | $68,486-88.0% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.2pp |
| Annual return | -1.79% | 0.91%-2.7pp | -0.04%-1.7pp | -7.85%+6.1pp |
| Employer contribution / active EE | $1,611 | $3,184-49.4% | $4,952-67.5% | $2,597-38.0% |
| Participant deferral / active EE | $2,605 | $3,385-23.0% | $5,638-53.8% | $4,028-35.3% |
| Admin fee / account holder | $1,217 | $5,755-78.9% | $14,677-91.7% | $5,404-77.5% |