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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 | $24,223 | $54,355-55.4% | $82,744-70.7% | $68,486-64.6% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -44.17% | -13.67%-30.5pp | 702.22%-746.4pp | -7.85%-36.3pp |
| Employer contribution / active EE | $2,286 | $2,219+3.1% | $3,008-24.0% | $2,597-12.0% |
| Participant deferral / active EE | $4,909 | $3,246+51.2% | $4,395+11.7% | $4,028+21.9% |
| Admin fee / account holder | $1,331 | $4,397-69.7% | $5,325-75.0% | $5,404-75.4% |