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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 | $22,559 | $71,873-68.6% | $86,698-74.0% | $68,490-67.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.37% | 3.54%-13.9pp | 35.96%-46.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,650 | $2,173-24.1% | $2,837-41.8% | $2,597-36.5% |
| Participant deferral / active EE | $3,137 | $3,779-17.0% | $4,656-32.6% | $4,028-22.1% |
| Admin fee / account holder | $32,079 | $6,110+425.0% | $7,492+328.2% | $5,403+493.7% |