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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 | $56,051 | $70,684-20.7% | $169,390-66.9% | $75,173-25.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -6.19% | 36.38%-42.6pp | 406.07%-412.3pp | 160.72%-166.9pp |
| Employer contribution / active EE | $2,400 | $2,211+8.6% | $4,013-40.2% | $2,671-10.1% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,107 | $5,404-42.5% | $9,015-65.5% | $5,651-45.0% |