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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 | $31,395 | $65,423-52.0% | $98,477-68.1% | $85,856-63.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.1pp |
| Annual return | -12.16% | 21.76%-33.9pp | 1493.59%-1505.8pp | 318.58%-330.7pp |
| Employer contribution / active EE | $9,868 | $2,168+355.1% | $2,961+233.3% | $2,565+284.7% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $589 | $4,594-87.2% | $5,951-90.1% | $6,261-90.6% |