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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 | $6,762 | $59,116-88.6% | $86,438-92.2% | $68,486-90.1% |
| Participation rate | 93.9% | 75.2%+18.7pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -9.38% | -0.23%-9.1pp | 4397.19%-4406.6pp | -7.85%-1.5pp |
| Employer contribution / active EE | $1,599 | $2,519-36.5% | $3,769-57.6% | $2,597-38.4% |
| Participant deferral / active EE | $3,233 | $5,902-45.2% | $6,952-53.5% | $4,028-19.7% |
| Admin fee / account holder | $492 | $5,639-91.3% | $6,733-92.7% | $5,404-90.9% |