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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 | $9,841 | $53,162-81.5% | $91,225-89.2% | $68,486-85.6% |
| Participation rate | 95.5% | 63.2%+32.2pp | 73.2%+22.3pp | 67.9%+27.6pp |
| Annual return | -11.07% | -3.14%-7.9pp | 114.12%-125.2pp | -7.85%-3.2pp |
| Employer contribution / active EE | $682 | $1,709-60.1% | $2,851-76.1% | $2,597-73.7% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $495 | $4,493-89.0% | $5,422-90.9% | $5,404-90.8% |