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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 | $84,080 | $151,373-44.5% | $473,625-82.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | - |
| Annual return | 5.27% | 93.58%-88.3pp | 20.18%-14.9pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $29,108-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | - |
| Admin fee / account holder | $482 | $3,060-84.3% | $2,262-78.7% | - |