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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 | $49,133 | $49,976-1.7% | $66,674-26.3% | $82,637-40.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | -18.15% | 39.09%-57.2pp | 321.24%-339.4pp | 53.51%-71.7pp |
| Employer contribution / active EE | $5,505 | $1,988+176.9% | $2,620+110.1% | $2,552+115.7% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,096 | $4,594-10.8% | $5,098-19.7% | $7,339-44.2% |