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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 | $44,420 | $102,393-56.6% | $147,041-69.8% | $80,911-45.1% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | -11.83% | 134.95%-146.8pp | 419.21%-431.0pp | 35.63%-47.5pp |
| Employer contribution / active EE | $4,478 | $3,715+20.5% | $4,935-9.3% | $2,756+62.5% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $975 | $7,943-87.7% | $13,006-92.5% | $6,935-85.9% |