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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 | $98,561 | $1,185,213-91.7% | $165,322-40.4% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | - |
| Annual return | 0.48% | 42.38%-41.9pp | 8.01%-7.5pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,475-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $1,078 | $2,937-63.3% | $637+69.1% | - |