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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 | $52,819 | $56,197-6.0% | $67,652-21.9% | $59,633-11.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -7.84% | 18508.10%-18515.9pp | 6625.40%-6633.2pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $965 | $1,615-40.2% | $2,266-57.4% | $2,203-56.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,977 | $3,958+0.5% | $4,821-17.5% | $4,297-7.4% |