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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 | $25,442 | $260,352-90.2% | $74,311-65.8% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.6%-87.6pp | - |
| Annual return | 4.14% | 3.87%+0.3pp | 4.31%-0.2pp | - |
| Employer contribution / active EE | $0 | $0 | $2,395-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2,375-100.0% | - |
| Admin fee / account holder | $1,612 | $958+68.3% | $1,545+4.4% | - |