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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 | $52,628 | $100,895-47.8% | $90,430-41.8% | $158,950-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -1.69% | 1725.54%-1727.2pp | 1293.73%-1295.4pp | 302.91%-304.6pp |
| Employer contribution / active EE | $3,636 | $3,689-1.4% | $3,262+11.5% | $4,762-23.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,902 | $6,505+144.5% | $5,613+183.3% | $11,248+41.4% |