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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 | $114,626 | $208,526-45.0% | $96,515+18.8% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.3%-74.3pp | - |
| Annual return | 0.00% | 18.23%-18.2pp | 35.73%-35.7pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,740-100.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $1,837 | $13,060-85.9% | $6,735-72.7% | - |