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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 | $45,678 | $206,458-77.9% | $83,167-45.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 77.9%-77.9pp | - |
| Annual return | 1.84% | 4.11%-2.3pp | -0.37%+2.2pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,460-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $1,021-100.0% | - |
| Admin fee / account holder | $1,641 | $14,541-88.7% | $3,063-46.4% | - |