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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 | $7,693 | $73,848-89.6% | $143,799-94.7% | $68,486-88.8% |
| Participation rate | 88.6% | 66.7%+22.0pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -18.92% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $819 | $3,184-74.3% | $4,952-83.5% | $2,597-68.5% |
| Participant deferral / active EE | $1,715 | $3,385-49.3% | $5,638-69.6% | $4,028-57.4% |
| Admin fee / account holder | $1,102 | $5,755-80.8% | $14,677-92.5% | $5,404-79.6% |