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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 | $5,796 | $69,518-91.7% | $59,883-90.3% | $135,377-95.7% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.7%+6.5pp | 82.6%-1.4pp |
| Annual return | -2.25% | 7.95%-10.2pp | 3.46%-5.7pp | 519.75%-522.0pp |
| Employer contribution / active EE | $363 | $3,235-88.8% | $2,722-86.7% | $4,779-92.4% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,186 | $5,734-79.3% | $3,591-67.0% | $10,828-89.0% |