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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 | $64,268 | $102,429-37.3% | $147,096-56.3% | $80,925-20.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -14.65% | 135.02%-149.7pp | 419.75%-434.4pp | 35.65%-50.3pp |
| Employer contribution / active EE | $2,913 | $3,716-21.6% | $4,936-41.0% | $2,756+5.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,365 | $7,957-70.3% | $13,005-81.8% | $6,940-65.9% |