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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 | $7,387 | $73,863-90.0% | $143,797-94.9% | $68,490-89.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.77% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $807 | $3,185-74.6% | $4,952-83.7% | $2,597-68.9% |
| Participant deferral / active EE | $2,483 | $3,385-26.6% | $5,638-56.0% | $4,028-38.4% |
| Admin fee / account holder | $2,321 | $5,756-59.7% | $14,679-84.2% | $5,403-57.0% |