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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 | $30,662 | $411,093-92.5% | $50,647-39.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.9%-86.9pp | - |
| Annual return | 11.07% | 5.16%+5.9pp | 12.71%-1.6pp | - |
| Employer contribution / active EE | $0 | $0 | $2,036-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $1,693-100.0% | - |
| Admin fee / account holder | $552 | $10,459-94.7% | $187+195.4% | - |