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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 | $7,027 | $67,016-89.5% | $81,982-91.4% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 69.3%-69.3pp | - |
| Annual return | 17.07% | 14.69%+2.4pp | 41.31%-24.2pp | - |
| Employer contribution / active EE | $0 | $1,784-100.0% | $2,498-100.0% | - |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,722-100.0% | - |
| Admin fee / account holder | $1,452 | $2,739-47.0% | $5,665-74.4% | - |