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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 | $16,601 | $59,819-72.2% | $79,583-79.1% | $68,490-75.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -9.76% | -12.30%+2.5pp | 0.16%-9.9pp | -7.85%-1.9pp |
| Employer contribution / active EE | $366 | $1,505-75.7% | $2,414-84.8% | $2,597-85.9% |
| Participant deferral / active EE | $2,240 | $3,025-25.9% | $3,986-43.8% | $4,028-44.4% |
| Admin fee / account holder | $440 | $4,835-90.9% | $6,835-93.6% | $5,403-91.9% |