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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 | $740 | $116,434-99.4% | $65,583-98.9% | $139,487-99.5% |
| Participation rate | 0.0% | 67.9%-67.9pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | 10.17% | 31.34%-21.2pp | 47.46%-37.3pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,458 | $6,696-63.3% | $4,112-40.2% | $11,407-78.5% |