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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 | $9,313 | $73,848-87.4% | $143,799-93.5% | $68,486-86.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -16.66% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $724 | $3,184-77.3% | $4,952-85.4% | $2,597-72.1% |
| Participant deferral / active EE | $2,011 | $3,385-40.6% | $5,638-64.3% | $4,028-50.1% |
| Admin fee / account holder | $1,611 | $5,755-72.0% | $14,677-89.0% | $5,404-70.2% |