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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 | $49,043 | $91,536-46.4% | $130,062-62.3% | $75,177-34.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -8.00% | -631.62%+623.6pp | -137.37%+129.4pp | 160.75%-168.7pp |
| Employer contribution / active EE | $750 | $2,845-73.6% | $4,322-82.6% | $2,671-71.9% |
| Participant deferral / active EE | $3,171 | $4,343-27.0% | $5,821-45.5% | $4,126-23.1% |
| Admin fee / account holder | $19,390 | $6,780+186.0% | $10,601+82.9% | $5,651+243.1% |