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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 | $16,485 | $123,155-86.6% | $108,753-84.8% | $155,188-89.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 1.74% | 44.73%-43.0pp | 37.47%-35.7pp | 148.84%-147.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $35,770 | $12,126+195.0% | $10,320+246.6% | $14,480+147.0% |