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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 | $25,633 | $56,197-54.4% | $67,652-62.1% | $59,633-57.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.58% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,596 | $1,615-1.1% | $2,266-29.5% | $2,203-27.5% |
| Participant deferral / active EE | $1,732 | $2,844-39.1% | $3,560-51.3% | $3,192-45.7% |
| Admin fee / account holder | $1,817 | $3,958-54.1% | $4,821-62.3% | $4,297-57.7% |