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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 | $32,956 | $90,509-63.6% | $78,693-58.1% | $273,968-88.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | -1.00% | 75.61%-76.6pp | 62.18%-63.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,316 | $3,175-27.1% | $2,850-18.8% | $4,869-52.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $70,800 | $5,264+1245.0% | $4,511+1469.6% | $10,132+598.8% |