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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 | $64,998 | $49,896+30.3% | $80,627-19.4% | $75,173-13.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -12.11% | 34.67%-46.8pp | 936.76%-948.9pp | 160.72%-172.8pp |
| Employer contribution / active EE | $6,682 | $1,699+293.4% | $2,723+145.4% | $2,671+150.2% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $919 | $3,578-74.3% | $5,381-82.9% | $5,651-83.7% |