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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 | $217,081 | $468,795-53.7% | $468,815-53.7% | $468,795-53.7% |
| Participation rate | 0.0% | 85.5%-85.5pp | 85.7%-85.7pp | 85.5%-85.5pp |
| Annual return | 6.97% | 39.95%-33.0pp | 6.47%+0.5pp | 39.95%-33.0pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $45,376-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $664 | $8,110-91.8% | $10,236-93.5% | $8,110-91.8% |