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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 | $8,945 | $73,863-87.9% | $143,797-93.8% | $68,490-86.9% |
| Participation rate | 87.2% | 66.7%+20.6pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -19.33% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,216 | $3,185-61.8% | $4,952-75.4% | $2,597-53.2% |
| Participant deferral / active EE | $968 | $3,385-71.4% | $5,638-82.8% | $4,028-76.0% |
| Admin fee / account holder | $840 | $5,756-85.4% | $14,679-94.3% | $5,403-84.5% |