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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 | $13,982 | $52,678-73.5% | $75,784-81.6% | $59,633-76.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.62% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,243 | $2,193+2.3% | $3,323-32.5% | $2,203+1.8% |
| Participant deferral / active EE | $2,662 | $2,591+2.8% | $3,652-27.1% | $3,192-16.6% |
| Admin fee / account holder | $4,241 | $3,610+17.5% | $5,300-20.0% | $4,297-1.3% |