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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 | $267 | $123,000-99.8% | $105,582-99.7% | $198,609-99.9% |
| Participation rate | 0.0% | 76.8%-76.8pp | 71.8%-71.8pp | 82.4%-82.4pp |
| Annual return | 5.65% | 18.31%-12.7pp | 18.61%-13.0pp | 202.70%-197.0pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $482,898 | $16,254+2871.0% | $12,856+3656.2% | $19,030+2437.5% |