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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 | $75,816 | $233,564-67.5% | $308,850-75.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | - |
| Annual return | 13.22% | 28.83%-15.6pp | 14.41%-1.2pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $45,283-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | - |
| Admin fee / account holder | $934 | $24,504-96.2% | $9,941-90.6% | - |