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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 | $64,506 | $54,355+18.7% | $82,744-22.0% | $68,486-5.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.64% | -13.67%-8.0pp | 702.22%-723.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $910 | $3,246-72.0% | $4,395-79.3% | $4,028-77.4% |
| Admin fee / account holder | $7,566 | $4,397+72.1% | $5,325+42.1% | $5,404+40.0% |