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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 | $94,142 | $150,207-37.3% | $120,380-21.8% | $145,978-35.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -0.09% | 154.28%-154.4pp | 107.28%-107.4pp | 550.52%-550.6pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,000 | $6,175+110.5% | $4,992+160.4% | $6,690+94.3% |
| Admin fee / account holder | $117,000 | $12,203+858.7% | $9,421+1141.9% | $13,400+773.1% |