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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 | $25,294 | $78,690-67.9% | $161,489-84.3% | $87,485-71.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | -26.65% | 32.74%-59.4pp | 89.72%-116.4pp | 26.06%-52.7pp |
| Employer contribution / active EE | $5,879 | $2,588+127.1% | $4,268+37.7% | $2,596+126.4% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,379 | $6,724-49.7% | $16,006-78.9% | $7,775-56.5% |