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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 | $53,674 | $82,630-35.0% | $64,105-16.3% | $125,389-57.2% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | -7.68% | 1489.72%-1497.4pp | 791.24%-798.9pp | 282.24%-289.9pp |
| Employer contribution / active EE | $2,917 | $2,671+9.2% | $1,820+60.3% | $4,866-40.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,833 | $6,382+69.7% | $4,499+140.8% | $9,541+13.5% |