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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 | $17,730 | $216,269-91.8% | $143,799-87.7% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 80.3%-80.3pp | - |
| Annual return | -10.82% | -15.44%+4.6pp | -0.04%-10.8pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $0 | $2,498-100.0% | $5,638-100.0% | - |
| Admin fee / account holder | $2,188 | $36,574-94.0% | $14,677-85.1% | - |