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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 | $42,051 | $65,555-35.9% | $86,216-51.2% | $75,173-44.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -38.99% | 46.07%-85.1pp | 1169.42%-1208.4pp | 160.72%-199.7pp |
| Employer contribution / active EE | $8,070 | $1,553+419.6% | $2,382+238.9% | $2,671+202.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,248 | $5,469-58.9% | $6,853-67.2% | $5,651-60.2% |