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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 | $45,432 | $174,875-74.0% | $125,381-63.8% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | -24.30% | -12.92%-11.4pp | 572.31%-596.6pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,815-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $411 | $56,366-99.3% | $10,007-95.9% | - |