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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 | $41,616 | $121,701-65.8% | $104,639-60.2% | $158,982-73.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -7.98% | 465.72%-473.7pp | 340.67%-348.7pp | 302.99%-311.0pp |
| Employer contribution / active EE | $1,333 | $3,165-57.9% | $2,682-50.3% | $4,763-72.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,256 | $7,778-32.4% | $6,465-18.7% | $11,252-53.3% |