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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 | $70,555 | $49,896+41.4% | $80,627-12.5% | $75,173-6.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -13.64% | 34.67%-48.3pp | 936.76%-950.4pp | 160.72%-174.4pp |
| Employer contribution / active EE | $4,840 | $1,699+184.9% | $2,723+77.8% | $2,671+81.2% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,640 | $3,578+113.5% | $5,381+42.0% | $5,651+35.2% |