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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 | $43,100 | $65,566-34.3% | $86,235-50.0% | $75,177-42.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -11.25% | 46.07%-57.3pp | 1170.03%-1181.3pp | 160.75%-172.0pp |
| Employer contribution / active EE | $4,714 | $1,553+203.5% | $2,381+98.0% | $2,671+76.5% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,570 | $5,470-53.0% | $6,856-62.5% | $5,651-54.5% |