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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 | $7,393 | $42,383-82.6% | $76,518-90.3% | $64,173-88.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -2.50% | -16.54%+14.0pp | -0.27%-2.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $7,202 | $1,563+360.7% | $2,647+172.0% | $2,381+202.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,458 | $3,198+164.5% | $4,849+74.4% | $4,887+73.1% |