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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 | $48,017 | $99,647-51.8% | $86,439-44.4% | $134,493-64.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.25% | 6784.13%-6805.4pp | 4395.55%-4416.8pp | 418.01%-439.3pp |
| Employer contribution / active EE | $2,396 | $4,401-45.6% | $3,769-36.4% | $4,740-49.5% |
| Participant deferral / active EE | $3,478 | $7,246-52.0% | $6,952-50.0% | $6,400-45.7% |
| Admin fee / account holder | $36,599 | $8,373+337.1% | $6,732+443.7% | $11,425+220.3% |