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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 | $46,597 | $39,798+17.1% | $67,704-31.2% | $59,633-21.9% |
| Participation rate | 97.4% | 57.4%+40.0pp | 67.5%+29.9pp | 68.7%+28.7pp |
| Annual return | -37.70% | 89.94%-127.6pp | 25.41%-63.1pp | 2041.45%-2079.2pp |
| Employer contribution / active EE | $3,541 | $1,393+154.2% | $2,559+38.4% | $2,203+60.8% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,096 | $3,212+27.5% | $4,255-3.7% | $4,297-4.7% |