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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 | $3,804 | $42,909-91.1% | $60,906-93.8% | $68,486-94.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.72% | -13.99%+0.3pp | 16.94%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $541 | $1,979-72.7% | $2,703-80.0% | $2,597-79.2% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $365 | $3,104-88.2% | $3,227-88.7% | $5,404-93.2% |