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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 | $0 | $223,929-100.0% | $548,468-100.0% | $223,929-100.0% |
| Participation rate | 100.0% | 92.9%+7.1pp | 100.0%0pp | 92.9%+7.1pp |
| Annual return | -43.94% | 7.04%-51.0pp | -3.80%-40.1pp | 7.04%-51.0pp |
| Employer contribution / active EE | $9,833 | $11,707-16.0% | $15,226-35.4% | $11,707-16.0% |
| Participant deferral / active EE | $7,833 | $8,889-11.9% | $11,528-32.0% | $8,889-11.9% |
| Admin fee / account holder | $884,288 | $71,143+1143.0% | $884,2880% | $71,143+1143.0% |