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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 | $17,455 | $65,344-73.3% | $73,309-76.2% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 74.9%-74.9pp | - |
| Annual return | 3.26% | 1.10%+2.2pp | 5.67%-2.4pp | - |
| Employer contribution / active EE | $0 | $1,124-100.0% | $3,237-100.0% | - |
| Participant deferral / active EE | $0 | $3,573-100.0% | $4,991-100.0% | - |
| Admin fee / account holder | $656 | $988-33.6% | $5,635-88.4% | - |