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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 | $21,332 | $157,755-86.5% | $109,313-80.5% | - |
| Participation rate | 0.0% | 56.0%-56.0pp | 71.3%-71.3pp | - |
| Annual return | 7.41% | 5.09%+2.3pp | 22.07%-14.7pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,166-100.0% | - |
| Admin fee / account holder | $878 | $7,421-88.2% | $5,666-84.5% | - |