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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 | $42,728 | $78,428-45.5% | $95,960-55.5% | $79,852-46.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -37.49% | 19.37%-56.9pp | 91.63%-129.1pp | 31.72%-69.2pp |
| Employer contribution / active EE | $3,304 | $1,945+69.8% | $2,541+30.0% | $2,471+33.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,125 | $5,622+8.9% | $6,797-9.9% | $5,306+15.4% |