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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 | $55,449 | $65,575-15.4% | $86,209-35.7% | $75,181-26.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -10.75% | 46.07%-56.8pp | 1169.05%-1179.8pp | 160.69%-171.4pp |
| Employer contribution / active EE | $1,275 | $1,553-17.9% | $2,381-46.5% | $2,671-52.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,446 | $5,470-73.6% | $6,853-78.9% | $5,650-74.4% |