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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 | $92,935 | $70,684+31.5% | $169,397-45.1% | $75,177+23.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -2.84% | 36.38%-39.2pp | 406.23%-409.1pp | 160.75%-163.6pp |
| Employer contribution / active EE | $1,852 | $2,211-16.2% | $4,013-53.9% | $2,671-30.7% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,370 | $5,404-74.7% | $9,017-84.8% | $5,651-75.8% |