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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 | $4,503 | $46,697-90.4% | $117,533-96.2% | $68,486-93.4% |
| Participation rate | 97.6% | 56.8%+40.8pp | 70.6%+27.0pp | 67.9%+29.7pp |
| Annual return | -15.88% | -14.52%-1.4pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $539 | $1,506-64.2% | $4,179-87.1% | $2,597-79.2% |
| Participant deferral / active EE | $2,565 | $2,637-2.8% | $4,072-37.0% | $4,028-36.3% |
| Admin fee / account holder | $547 | $4,023-86.4% | $5,647-90.3% | $5,404-89.9% |