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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 | $12,552 | $100,938-87.6% | $90,461-86.1% | $158,982-92.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | -5.00% | 1727.20%-1732.2pp | 1294.76%-1299.8pp | 302.99%-308.0pp |
| Employer contribution / active EE | $572 | $3,691-84.5% | $3,264-82.5% | $4,763-88.0% |
| Participant deferral / active EE | $1,744 | $4,350-59.9% | $3,964-56.0% | $5,983-70.8% |
| Admin fee / account holder | $14,734 | $6,510+126.3% | $5,617+162.3% | $11,252+30.9% |