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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 | $15,162 | $73,009-79.2% | $90,760-83.3% | $68,486-77.9% |
| Participation rate | 83.6% | 70.8%+12.8pp | 75.7%+7.9pp | 67.9%+15.7pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,119 | $2,193+42.3% | $2,922+6.8% | $2,597+20.1% |
| Participant deferral / active EE | $5,003 | $3,626+38.0% | $4,565+9.6% | $4,028+24.2% |
| Admin fee / account holder | $771 | $5,896-86.9% | $8,444-90.9% | $5,404-85.7% |