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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 | $40,779 | $116,203-64.9% | $93,621-56.4% | $152,909-73.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -5.37% | 35.96%-41.3pp | 32.76%-38.1pp | 345.46%-350.8pp |
| Employer contribution / active EE | $4,104 | $3,219+27.5% | $2,719+51.0% | $4,764-13.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,997 | $10,751-62.8% | $7,890-49.3% | $11,601-65.5% |