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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 | $23,443 | $103,393-77.3% | $87,103-73.1% | $152,909-84.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | -1.73% | 28.10%-29.8pp | 28.19%-29.9pp | 345.46%-347.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $420 | $12,195-96.6% | $7,491-94.4% | $11,601-96.4% |