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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 | $46,570 | $27,936+66.7% | $58,561-20.5% | $75,173-38.1% |
| Participation rate | 89.2% | 38.8%+50.3pp | 50.9%+38.3pp | 67.2%+22.0pp |
| Annual return | -15.43% | 44.21%-59.6pp | 4251.33%-4266.8pp | 160.72%-176.2pp |
| Employer contribution / active EE | $6,373 | $670+851.9% | $1,053+505.0% | $2,671+138.6% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,827 | $1,727+63.7% | $2,520+12.2% | $5,651-50.0% |