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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 | $52,058 | $56,431-7.7% | $130,788-60.2% | $87,485-40.5% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.23% | 91.27%-82.0pp | 386.44%-377.2pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,502 | $1,549+61.5% | $3,558-29.7% | $2,596-3.6% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,380 | $4,433-68.9% | $6,673-79.3% | $7,775-82.2% |