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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 | $46,370 | $65,704-29.4% | $94,229-50.8% | $59,633-22.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -10.33% | 5.22%-15.5pp | 10.68%-21.0pp | 2041.45%-2051.8pp |
| Employer contribution / active EE | $714 | $2,021-64.7% | $3,587-80.1% | $2,203-67.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,107 | $4,265-27.1% | $6,269-50.4% | $4,297-27.7% |