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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 | $65,971 | $39,798+65.8% | $67,704-2.6% | $59,633+10.6% |
| Participation rate | 83.9% | 57.4%+26.5pp | 67.5%+16.4pp | 68.7%+15.2pp |
| Annual return | -14.06% | 89.94%-104.0pp | 25.41%-39.5pp | 2041.45%-2055.5pp |
| Employer contribution / active EE | $15,823 | $1,393+1035.9% | $2,559+518.2% | $2,203+618.3% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,122 | $3,212-33.9% | $4,255-50.1% | $4,297-50.6% |