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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 | $20,685 | $57,352-63.9% | $83,831-75.3% | $64,173-67.8% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | -12.93% | 11.38%-24.3pp | 850.99%-863.9pp | 7.63%-20.6pp |
| Employer contribution / active EE | $6,311 | $2,546+147.9% | $3,631+73.8% | $2,381+165.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,630 | $4,046-35.0% | $5,479-52.0% | $4,887-46.2% |