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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 | $58,258+12.7% | $81,820-19.8% | $80,925-18.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -9.43% | 41.76%-51.2pp | 777.93%-787.4pp | 35.65%-45.1pp |
| Employer contribution / active EE | $2,383 | $2,345+1.6% | $2,915-18.2% | $2,756-13.5% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,017 | $4,976-39.4% | $7,391-59.2% | $6,940-56.5% |