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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 | $12,233 | $100,938-87.9% | $90,461-86.5% | $158,982-92.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -0.56% | 1727.20%-1727.8pp | 1294.76%-1295.3pp | 302.99%-303.5pp |
| Employer contribution / active EE | $1,470 | $3,691-60.2% | $3,264-55.0% | $4,763-69.1% |
| Participant deferral / active EE | $3,675 | $4,350-15.5% | $3,964-7.3% | $5,983-38.6% |
| Admin fee / account holder | $64,075 | $6,510+884.3% | $5,617+1040.8% | $11,252+469.5% |