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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 | $6,547 | $87,546-92.5% | $75,784-91.4% | $125,389-94.8% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | 3.26% | 13.49%-10.2pp | 9.68%-6.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $79,173 | $6,503+1117.6% | $5,300+1393.9% | $9,541+729.8% |