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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 | $85,511 | $340,597-74.9% | $328,890-74.0% | $418,949-79.6% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | 4.04% | 8.34%-4.3pp | 8.43%-4.4pp | 15.19%-11.2pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $26,005 | $11,069+134.9% | $10,081+158.0% | $50,584-48.6% |