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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 | $41,656 | $57,352-27.4% | $83,831-50.3% | $64,173-35.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -15.40% | 11.38%-26.8pp | 850.99%-866.4pp | 7.63%-23.0pp |
| Employer contribution / active EE | $7,709 | $2,546+202.8% | $3,631+112.3% | $2,381+223.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,584 | $4,046-11.4% | $5,479-34.6% | $4,887-26.7% |