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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 | $10,273 | $81,870-87.5% | $119,634-91.4% | $68,490-85.0% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | 2.37% | -23.82%+26.2pp | -14.98%+17.4pp | -7.85%+10.2pp |
| Employer contribution / active EE | $2,114 | $2,692-21.5% | $4,232-50.0% | $2,597-18.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $669 | $6,583-89.8% | $10,329-93.5% | $5,403-87.6% |