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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 | $45,060 | $81,208-44.5% | $98,920-54.4% | $79,856-43.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -25.88% | 60.99%-86.9pp | 196.47%-222.3pp | 31.71%-57.6pp |
| Employer contribution / active EE | $10,168 | $1,960+418.8% | $2,689+278.1% | $2,471+311.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $403 | $6,013-93.3% | $6,643-93.9% | $5,306-92.4% |