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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 | $99,668-51.8% | $86,451-44.5% | $134,545-64.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.25% | 6789.61%-6810.9pp | 4398.51%-4419.8pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,396 | $4,403-45.6% | $3,770-36.4% | $4,742-49.5% |
| Participant deferral / active EE | $3,478 | $7,249-52.0% | $6,953-50.0% | $6,401-45.7% |
| Admin fee / account holder | $36,599 | $8,377+336.9% | $6,734+443.5% | $11,431+220.2% |