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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 | $15,140 | $77,976-80.6% | $81,367-81.4% | $125,389-87.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.75% | -2.85%+2.1pp | -0.92%+0.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,548 | $4,366-64.5% | $3,930-60.6% | $4,866-68.2% |
| Participant deferral / active EE | $2,348 | $5,646-58.4% | $5,383-56.4% | $5,352-56.1% |
| Admin fee / account holder | $3,083 | $12,476-75.3% | $8,926-65.5% | $9,541-67.7% |