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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 | $9,022 | $64,807-86.1% | $79,467-88.6% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 73.3%-73.3pp | - |
| Annual return | 5.58% | -6.90%+12.5pp | 718.30%-712.7pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $0 | $2,645-100.0% | $3,704-100.0% | - |
| Admin fee / account holder | $2,616 | $2,902-9.8% | $5,104-48.7% | - |