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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 | $46,148 | $60,139-23.3% | $90,461-49.0% | $79,856-42.2% |
| Participation rate | 89.7% | 65.0%+24.8pp | 72.7%+17.1pp | 69.6%+20.1pp |
| Annual return | -9.11% | 71.96%-81.1pp | 1294.76%-1303.9pp | 31.71%-40.8pp |
| Employer contribution / active EE | $2,322 | $2,069+12.2% | $3,264-28.9% | $2,471-6.0% |
| Participant deferral / active EE | $1,456 | $2,939-50.5% | $3,964-63.3% | $3,741-61.1% |
| Admin fee / account holder | $6,639 | $3,978+66.9% | $5,617+18.2% | $5,306+25.1% |