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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 | $54,207 | $56,134-3.4% | $96,192-43.6% | $85,851-36.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | -4.50% | 42.30%-46.8pp | 192.09%-196.6pp | 318.63%-323.1pp |
| Employer contribution / active EE | $6,315 | $1,620+289.8% | $2,799+125.6% | $2,565+146.2% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,129 | $3,769-43.5% | $5,539-61.6% | $6,261-66.0% |