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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 | $58,236 | $81,668-28.7% | $58,507-0.5% | $139,487-58.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.69% | 7430.07%-7429.4pp | 4252.32%-4251.6pp | 373.84%-373.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $30,000 | $2,554+1074.8% | $1,922+1460.6% | $6,713+346.9% |
| Admin fee / account holder | $29,392 | $3,212+815.0% | $2,486+1082.2% | $11,407+157.7% |