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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 | $43,772 | $91,525-52.2% | $130,026-66.3% | $75,181-41.8% |
| Participation rate | 96.1% | 71.4%+24.6pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 1.73% | -631.40%+633.1pp | -137.26%+139.0pp | 160.69%-159.0pp |
| Employer contribution / active EE | $3,384 | $2,844+19.0% | $4,321-21.7% | $2,671+26.7% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,597 | $6,778-76.4% | $10,608-84.9% | $5,650-71.7% |