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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 | $64,879 | $167,362-61.2% | $143,799-54.9% | $134,532-51.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -96.75% | 0.47%-97.2pp | -0.04%-96.7pp | 418.27%-515.0pp |
| Employer contribution / active EE | $1,255 | $5,620-77.7% | $4,952-74.7% | $4,741-73.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,126 | $18,094-82.7% | $14,677-78.7% | $11,429-72.6% |