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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 | $31,971 | $63,342-49.5% | $92,236-65.3% | $70,131-54.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -4.70% | 530.15%-534.9pp | 176.29%-181.0pp | 73.14%-77.8pp |
| Employer contribution / active EE | $3,448 | $2,471+39.5% | $3,679-6.3% | $2,342+47.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,241 | $3,840-67.7% | $5,194-76.1% | $4,645-73.3% |