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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 | $12,931 | $73,009-82.3% | $90,760-85.8% | $68,486-81.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -11.88% | -13.81%+1.9pp | -12.16%+0.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,443 | $2,193-34.2% | $2,922-50.6% | $2,597-44.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,375 | $5,896-59.7% | $8,444-71.9% | $5,404-56.0% |