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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 | $89,211 | $136,833-34.8% | $136,833-34.8% | $328,120-72.8% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 12.02% | -4.47%+16.5pp | -1.97%+14.0pp | 13.02%-1.0pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $739 | $5,412-86.3% | $5,412-86.3% | $39,117-98.1% |