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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 | $31,447 | $76,653-59.0% | $70,476-55.4% | - |
| Participation rate | 0.0% | 80.3%-80.3pp | 75.1%-75.1pp | - |
| Annual return | 18.31% | 4.62%+13.7pp | 109.12%-90.8pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,738-100.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,710-100.0% | - |
| Admin fee / account holder | $9,178 | $17,353-47.1% | $3,847+138.6% | - |