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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 | $69,368 | $29,736+133.3% | $56,033+23.8% | $80,935-14.3% |
| Participation rate | 96.2% | 41.7%+54.5pp | 52.5%+43.7pp | 67.7%+28.5pp |
| Annual return | -9.98% | 35.28%-45.3pp | 1711.38%-1721.4pp | 35.66%-45.6pp |
| Employer contribution / active EE | $8,989 | $671+1238.8% | $1,041+763.6% | $2,757+226.1% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,321 | $2,434+159.8% | $2,827+123.6% | $6,924-8.7% |