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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 | $52,646 | $115,917-54.6% | $100,535-47.6% | $158,982-66.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -3.27% | 34.80%-38.1pp | 30.90%-34.2pp | 302.99%-306.3pp |
| Employer contribution / active EE | $1,468 | $4,105-64.2% | $3,419-57.1% | $4,763-69.2% |
| Participant deferral / active EE | $2,003 | $6,677-70.0% | $6,271-68.1% | $5,983-66.5% |
| Admin fee / account holder | $153,514 | $11,002+1295.4% | $8,085+1798.9% | $11,252+1264.4% |