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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 | $44,612 | $56,197-20.6% | $67,652-34.1% | $59,633-25.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.39% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $8,621 | $1,615+433.9% | $2,266+280.5% | $2,203+291.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,960 | $3,958+75.9% | $4,821+44.4% | $4,297+62.0% |