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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 | $54,228 | $100,060-45.8% | $149,721-63.8% | $70,126-22.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -4.90% | 27.46%-32.4pp | 1501.67%-1506.6pp | 73.15%-78.0pp |
| Employer contribution / active EE | $2,962 | $3,661-19.1% | $5,444-45.6% | $2,343+26.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,318 | $8,285+12.5% | $11,282-17.4% | $4,645+100.6% |