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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 | $40,625 | $89,370-54.5% | $141,197-71.2% | $72,976-44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -6.62% | 111.88%-118.5pp | 71.41%-78.0pp | 81.02%-87.6pp |
| Employer contribution / active EE | $4,449 | $3,115+42.8% | $4,736-6.1% | $2,440+82.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,553 | $5,957-73.9% | $10,265-84.9% | $5,124-69.7% |