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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 | $8,154 | $59,834-86.4% | $79,576-89.8% | $68,495-88.1% |
| Participation rate | 95.1% | 61.1%+34.1pp | 69.5%+25.6pp | 67.9%+27.2pp |
| Annual return | -15.56% | -12.30%-3.3pp | 0.15%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $610 | $1,505-59.5% | $2,413-74.7% | $2,596-76.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $747 | $4,835-84.5% | $6,834-89.1% | $5,403-86.2% |