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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 | $49,648 | $29,319+69.3% | $52,425-5.3% | $82,448-39.8% |
| Participation rate | 98.3% | 46.9%+51.4pp | 55.6%+42.7pp | 68.1%+30.2pp |
| Annual return | -13.52% | 535.20%-548.7pp | 302.12%-315.6pp | 41.64%-55.2pp |
| Employer contribution / active EE | $5,566 | $586+849.1% | $914+508.8% | $2,551+118.2% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,606 | $1,962+83.8% | $2,495+44.5% | $7,234-50.2% |