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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,733 | $45,833+36.9% | $63,003-0.4% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 6.18% | 9.16%-3.0pp | 87.59%-81.4pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,760-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,329-100.0% | - |
| Admin fee / account holder | $3,049 | $3,306-7.8% | $3,600-15.3% | - |