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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 | $8,901 | $59,819-85.1% | $79,583-88.8% | $68,490-87.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 5.66% | -12.30%+18.0pp | 0.16%+5.5pp | -7.85%+13.5pp |
| Employer contribution / active EE | $541 | $1,505-64.1% | $2,414-77.6% | $2,597-79.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,208 | $4,835-75.0% | $6,835-82.3% | $5,403-77.6% |