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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 | $15,784 | $39,162-59.7% | $100,671-84.3% | $59,633-73.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -3.44% | 21.07%-24.5pp | 20.43%-23.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,570 | $1,992+179.6% | $3,144+77.2% | $3,192+74.5% |
| Admin fee / account holder | $6,948 | $2,969+134.0% | $4,850+43.3% | $4,297+61.7% |