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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 | $53,169 | $78,694-32.4% | $67,652-21.4% | $125,389-57.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.30% | 9.46%-13.8pp | 6625.40%-6629.7pp | 282.24%-286.5pp |
| Employer contribution / active EE | $985 | $3,044-67.6% | $2,266-56.5% | $4,866-79.8% |
| Participant deferral / active EE | $4,017 | $4,292-6.4% | $3,560+12.8% | $5,352-24.9% |
| Admin fee / account holder | $2,846 | $7,403-61.6% | $4,821-41.0% | $9,541-70.2% |