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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 | $10,784 | $50,947-78.8% | $74,549-85.5% | $64,173-83.2% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -1.43% | -1.85%+0.4pp | 32.53%-34.0pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,571 | $1,115+40.9% | $1,961-19.9% | $2,381-34.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,234 | $4,221-23.4% | $5,059-36.1% | $4,887-33.8% |