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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 | $49,836 | $63,346-21.3% | $92,240-46.0% | $70,126-28.9% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.5pp |
| Annual return | -20.02% | 530.19%-550.2pp | 176.29%-196.3pp | 73.15%-93.2pp |
| Employer contribution / active EE | $9,712 | $2,471+293.0% | $3,680+163.9% | $2,343+314.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,006 | $3,841+4.3% | $5,194-22.9% | $4,645-13.8% |