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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 | $65,652 | $58,311+12.6% | $81,882-19.8% | $80,959-18.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -9.43% | 41.85%-51.3pp | 779.47%-788.9pp | 35.67%-45.1pp |
| Employer contribution / active EE | $2,383 | $2,347+1.6% | $2,916-18.3% | $2,757-13.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,017 | $4,752-36.5% | $7,360-59.0% | $6,925-56.4% |