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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 | $7,633 | $64,307-88.1% | $57,349-86.7% | $125,388-93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.27% | 25.14%-27.4pp | 24.40%-26.7pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,444 | $3,193-23.4% | $2,689-9.1% | $4,866-49.8% |
| Participant deferral / active EE | $2,610 | $3,847-32.2% | $3,162-17.5% | $5,352-51.2% |
| Admin fee / account holder | $11,658 | $5,242+122.4% | $3,356+247.3% | $9,541+22.2% |