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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 | $9,233 | $73,848-87.5% | $143,799-93.6% | $68,486-86.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -5.04% | 0.91%-6.0pp | -0.04%-5.0pp | -7.85%+2.8pp |
| Employer contribution / active EE | $1,123 | $3,184-64.7% | $4,952-77.3% | $2,597-56.8% |
| Participant deferral / active EE | $1,213 | $3,385-64.2% | $5,638-78.5% | $4,028-69.9% |
| Admin fee / account holder | $2,399 | $5,755-58.3% | $14,677-83.7% | $5,404-55.6% |