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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 | $51,390 | $72,071-28.7% | $68,368-24.8% | $137,256-62.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | -0.87% | 353.14%-354.0pp | 292.57%-293.4pp | 220.34%-221.2pp |
| Employer contribution / active EE | $1,468 | $2,788-47.3% | $2,649-44.6% | $4,156-64.7% |
| Participant deferral / active EE | $4,794 | $4,410+8.7% | $4,123+16.3% | $6,407-25.2% |
| Admin fee / account holder | $236,480 | $5,336+4332.2% | $5,150+4492.0% | $12,270+1827.3% |