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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 | $7,071 | $64,176-89.0% | $112,249-93.7% | $66,938-89.4% |
| Participation rate | 77.8% | 68.4%+9.3pp | 75.1%+2.7pp | 69.8%+8.0pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,126 | $3,007+4.0% | $3,636-14.0% | $2,545+22.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $598 | $626-4.5% | $6,412-90.7% | $594+0.7% |