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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 | $67,653 | $162,821-58.4% | $133,978-49.5% | $158,982-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.39% | 41.95%-44.3pp | 45.10%-47.5pp | 302.99%-305.4pp |
| Employer contribution / active EE | $2,756 | $4,976-44.6% | $3,919-29.7% | $4,763-42.1% |
| Participant deferral / active EE | $4,256 | $5,910-28.0% | $5,047-15.7% | $5,983-28.9% |
| Admin fee / account holder | $21,928 | $11,742+86.8% | $8,930+145.6% | $11,252+94.9% |