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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 | $55,448 | $98,776-43.9% | $149,745-63.0% | $79,856-30.6% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | -9.35% | 27.38%-36.7pp | 276.72%-286.1pp | 31.71%-41.1pp |
| Employer contribution / active EE | $7,811 | $3,217+142.8% | $4,646+68.1% | $2,471+216.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,231 | $6,053-79.7% | $9,312-86.8% | $5,306-76.8% |