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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 | $44,928 | $91,559-50.9% | $133,971-66.5% | $79,852-43.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.66% | 61.85%-72.5pp | 45.09%-55.8pp | 31.72%-42.4pp |
| Employer contribution / active EE | $13,796 | $2,384+478.7% | $3,919+252.1% | $2,471+458.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,410 | $6,321-46.1% | $8,929-61.8% | $5,306-35.7% |