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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 | $14,829 | $73,019-79.7% | $90,766-83.7% | $68,490-78.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $833 | $2,193-62.0% | $2,922-71.5% | $2,597-67.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,798 | $5,897-69.5% | $8,446-78.7% | $5,403-66.7% |