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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 | $71,052 | $91,559-22.4% | $133,978-47.0% | $79,856-11.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -44.49% | 61.85%-106.3pp | 45.10%-89.6pp | 31.71%-76.2pp |
| Employer contribution / active EE | $55,739 | $2,384+2238.3% | $3,919+1322.3% | $2,471+2155.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,244 | $6,321-32.9% | $8,930-52.5% | $5,306-20.0% |