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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 | $15,439 | $52,678-70.7% | $75,784-79.6% | $59,633-74.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.94% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $633 | $2,193-71.2% | $3,323-81.0% | $2,203-71.3% |
| Participant deferral / active EE | $1,216 | $2,591-53.1% | $3,652-66.7% | $3,192-61.9% |
| Admin fee / account holder | $3,830 | $3,610+6.1% | $5,300-27.7% | $4,297-10.9% |