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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 | $47,698 | $102,065-53.3% | $453,569-89.5% | $85,847-44.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -2.33% | 25.44%-27.8pp | 64.43%-66.8pp | 318.61%-320.9pp |
| Employer contribution / active EE | $3,279 | $2,852+15.0% | $4,072-19.5% | $2,565+27.8% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,197 | $5,717-61.6% | $11,214-80.4% | $6,261-64.9% |