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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 | $38,411 | $85,766-55.2% | $136,297-71.8% | $70,124-45.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -26.76% | 31.45%-58.2pp | 5156.19%-5182.9pp | 73.14%-99.9pp |
| Employer contribution / active EE | $4,435 | $2,966+49.5% | $4,696-5.5% | $2,342+89.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,650 | $5,420-51.1% | $9,244-71.3% | $4,645-42.9% |