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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 | $68,267 | $48,053+42.1% | $84,623-19.3% | $72,983-6.5% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.4pp | 69.5%+27.1pp |
| Annual return | -0.56% | 37.39%-37.9pp | 258.77%-259.3pp | 81.01%-81.6pp |
| Employer contribution / active EE | $7,050 | $1,602+340.1% | $2,652+165.8% | $2,440+189.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,199 | $3,395-35.2% | $4,913-55.2% | $5,124-57.1% |