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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 | $56,499 | $145,884-61.3% | $19,253+193.5% | $145,884-61.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 100.0%0pp | 80.3%+19.7pp |
| Annual return | 5.62% | 551.85%-546.2pp | 24.23%-18.6pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $1,008 | $13,392-92.5% | $376+168.4% | $13,392-92.5% |