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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 | $23,367 | $182,036-87.2% | $100,671-76.8% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 70.7%-70.7pp | - |
| Annual return | -0.41% | -3.13%+2.7pp | 20.43%-20.8pp | - |
| Employer contribution / active EE | $0 | $754-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $3,144-100.0% | - |
| Admin fee / account holder | $497 | $5,347-90.7% | $4,850-89.8% | - |