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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 | $8,281 | $211,946-96.1% | $169,452-95.1% | $135,380-93.9% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -9.03% | 3.26%-12.3pp | 1.83%-10.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,501 | $5,117-70.7% | $4,157-63.9% | $4,779-68.6% |
| Participant deferral / active EE | $1,482 | $6,075-75.6% | $5,277-71.9% | $5,609-73.6% |
| Admin fee / account holder | $541 | $11,472-95.3% | $9,110-94.1% | $10,828-95.0% |