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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 | $25,950 | $320,572-91.9% | $33,705-23.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 91.5%-91.5pp | - |
| Annual return | -4.17% | 0.88%-5.0pp | -1.51%-2.7pp | - |
| Employer contribution / active EE | $0 | $0 | $3,198-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2,369-100.0% | - |
| Admin fee / account holder | $2,203 | $1,618+36.2% | $728+202.7% | - |