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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 | $10,560 | $64,719-83.7% | $112,249-90.6% | $68,486-84.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.39% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,157 | $2,747-21.5% | $3,636-40.7% | $2,597-16.9% |
| Participant deferral / active EE | $4,395 | $3,565+23.3% | $4,729-7.1% | $4,028+9.1% |
| Admin fee / account holder | $2,787 | $5,232-46.7% | $6,412-56.5% | $5,404-48.4% |