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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 | $60,284 | $415,031-85.5% | $115,939-48.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 6.49% | 15.23%-8.7pp | 3.97%+2.5pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $28,168-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $274-100.0% | - |
| Admin fee / account holder | $594 | $113,846-99.5% | $12,837-95.4% | - |