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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 | $52,998 | $83,337-36.4% | $67,834-21.9% | $273,972-80.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -7.40% | 259.45%-266.8pp | 138.47%-145.9pp | 41.46%-48.9pp |
| Employer contribution / active EE | $4,483 | $3,287+36.4% | $2,403+86.5% | $4,869-7.9% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,892 | $6,752+46.5% | $4,622+114.0% | $10,133-2.4% |