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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 | $49,677 | $157,270-68.4% | $141,173-64.8% | $152,870-67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -2.84% | 64.33%-67.2pp | 71.40%-74.2pp | 345.34%-348.2pp |
| Employer contribution / active EE | $2,673 | $5,261-49.2% | $4,735-43.6% | $4,763-43.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,108 | $12,121-82.6% | $10,262-79.5% | $11,597-81.8% |