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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 | $31,520 | $100,895-68.8% | $90,430-65.1% | $158,950-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -10.40% | 1725.54%-1735.9pp | 1293.73%-1304.1pp | 302.91%-313.3pp |
| Employer contribution / active EE | $1,446 | $3,689-60.8% | $3,262-55.7% | $4,762-69.6% |
| Participant deferral / active EE | $2,980 | $4,347-31.5% | $3,963-24.8% | $5,983-50.2% |
| Admin fee / account holder | $1,788 | $6,505-72.5% | $5,613-68.1% | $11,248-84.1% |