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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 | $14,544 | $100,970-85.6% | $96,576-84.9% | $137,256-89.4% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 6.05% | 38.16%-32.1pp | 38.47%-32.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $45,368 | $11,312+301.1% | $11,381+298.6% | $12,270+269.7% |