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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 | $16,492 | $59,819-72.4% | $79,583-79.3% | $68,490-75.9% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.2pp | 67.9%+26.8pp |
| Annual return | -2.56% | -12.30%+9.7pp | 0.16%-2.7pp | -7.85%+5.3pp |
| Employer contribution / active EE | $2,295 | $1,505+52.5% | $2,414-4.9% | $2,597-11.6% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,729 | $4,835-64.2% | $6,835-74.7% | $5,403-68.0% |