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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 | $9,547 | $69,518-86.3% | $59,887-84.1% | $135,379-92.9% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -3.00% | 7.95%-10.9pp | 3.46%-6.5pp | 519.79%-522.8pp |
| Employer contribution / active EE | $656 | $3,235-79.7% | $2,722-75.9% | $4,779-86.3% |
| Participant deferral / active EE | $748 | $4,204-82.2% | $3,402-78.0% | $5,609-86.7% |
| Admin fee / account holder | $702 | $5,734-87.8% | $3,591-80.5% | $10,828-93.5% |