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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 | $59,505 | $70,684-15.8% | $169,397-64.9% | $75,177-20.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -15.95% | 36.38%-52.3pp | 406.23%-422.2pp | 160.75%-176.7pp |
| Employer contribution / active EE | $3,732 | $2,211+68.8% | $4,013-7.0% | $2,671+39.7% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,346 | $5,404-56.6% | $9,017-74.0% | $5,651-58.5% |