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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 | $75,856 | $65,566+15.7% | $86,235-12.0% | $75,177+0.9% |
| Participation rate | 96.3% | 60.5%+35.8pp | 69.0%+27.3pp | 67.2%+29.1pp |
| Annual return | -13.15% | 46.07%-59.2pp | 1170.03%-1183.2pp | 160.75%-173.9pp |
| Employer contribution / active EE | $2,445 | $1,553+57.4% | $2,381+2.7% | $2,671-8.5% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,213 | $5,470-77.8% | $6,856-82.3% | $5,651-78.5% |