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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 | $11,498 | $110,248-89.6% | $95,728-88.0% | $139,456-91.8% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | -2.43% | 27.16%-29.6pp | 28.40%-30.8pp | 373.45%-375.9pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $50,961 | $6,607+671.3% | $5,673+798.4% | $11,407+346.8% |