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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 | $29,561 | $93,395-68.3% | $83,323-64.5% | - |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | - |
| Annual return | -9.81% | -6.53%-3.3pp | 10.63%-20.4pp | - |
| Employer contribution / active EE | $0 | $1,361-100.0% | $3,379-100.0% | - |
| Participant deferral / active EE | $0 | $3,603-100.0% | $5,565-100.0% | - |
| Admin fee / account holder | $1,875 | $1,733+8.2% | $7,539-75.1% | - |