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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 | $42,510 | $162,821-73.9% | $133,978-68.3% | $158,982-73.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.16% | 41.95%-46.1pp | 45.10%-49.3pp | 302.99%-307.1pp |
| Employer contribution / active EE | $10,962 | $4,976+120.3% | $3,919+179.7% | $4,763+130.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,980 | $11,742-57.6% | $8,930-44.2% | $11,252-55.7% |