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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 | $38,045 | $85,766-55.6% | $136,298-72.1% | $70,126-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -8.16% | 31.46%-39.6pp | 5156.27%-5164.4pp | 73.15%-81.3pp |
| Employer contribution / active EE | $4,443 | $2,966+49.8% | $4,696-5.4% | $2,343+89.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,565 | $5,421-71.1% | $9,244-83.1% | $4,645-66.3% |