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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 | $42,978 | $117,535-63.4% | $108,235-60.3% | $222,458-80.7% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -0.43% | -1.67%+1.2pp | -1.08%+0.6pp | -2.16%+1.7pp |
| Employer contribution / active EE | $0 | $44,358-100.0% | $35,779-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $2,769 | $17,025-83.7% | $13,449-79.4% | $12,572-78.0% |