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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 | $16,994 | $282,106-94.0% | $172,753-90.2% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 12.48% | 12.00%+0.5pp | 803.00%-790.5pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,144-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $1,131 | $24,081-95.3% | $13,956-91.9% | - |