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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 | $44,525 | $454,710-90.2% | $61,972-28.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 85.5%-85.5pp | - |
| Annual return | 8.29% | 19.41%-11.1pp | 17.56%-9.3pp | - |
| Employer contribution / active EE | $0 | $0 | $3,238-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2,253-100.0% | - |
| Admin fee / account holder | $687 | $15,901-95.7% | $2,572-73.3% | - |