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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 | $53,493 | $139,487-61.7% | $18,055+196.3% | $139,487-61.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 54.7%+45.3pp | 80.3%+19.7pp |
| Annual return | 5.51% | 373.84%-368.3pp | 7.87%-2.4pp | 373.84%-368.3pp |
| Employer contribution / active EE | $0 | $4,755-100.0% | $0 | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,713-100.0% | $0 | $6,713-100.0% |
| Admin fee / account holder | $998 | $11,407-91.3% | $336+196.9% | $11,407-91.3% |