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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 | $30,638 | $58,391-47.5% | $76,667-60.0% | $72,976-58.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -20.42% | 2306.65%-2327.1pp | 1166.74%-1187.2pp | 81.02%-101.4pp |
| Employer contribution / active EE | $6,186 | $1,787+246.2% | $2,303+168.6% | $2,440+153.5% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,449 | $4,014-39.0% | $6,423-61.9% | $5,124-52.2% |