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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 | $40,727 | $112,121-63.7% | $95,960-57.6% | $158,966-74.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.20% | 171.16%-172.4pp | 91.63%-92.8pp | 302.95%-304.2pp |
| Employer contribution / active EE | $1,905 | $3,199-40.5% | $2,541-25.0% | $4,762-60.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,570 | $10,135-54.9% | $6,797-32.8% | $11,250-59.4% |