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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 | $22,426 | $71,878-68.8% | $86,698-74.1% | $68,486-67.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.20% | 3.53%-19.7pp | 35.95%-52.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,679 | $2,173+23.3% | $2,837-5.6% | $2,597+3.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,713 | $6,113-72.0% | $7,493-77.1% | $5,404-68.3% |