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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 | $65,291 | $315,650-79.3% | $308,621-78.8% | $338,137-80.7% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 43.9%-43.9pp |
| Annual return | 3.89% | 8.11%-4.2pp | 8.05%-4.2pp | 13.05%-9.2pp |
| Employer contribution / active EE | $0 | $44,168-100.0% | $42,669-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $448 | $9,132-95.1% | $8,774-94.9% | $30,946-98.6% |