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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 | $48,356 | $29,716+62.7% | $56,077-13.8% | $80,925-40.2% |
| Participation rate | 94.6% | 41.7%+52.9pp | 52.5%+42.1pp | 67.7%+26.9pp |
| Annual return | -14.51% | 35.30%-49.8pp | 1709.28%-1723.8pp | 35.65%-50.2pp |
| Employer contribution / active EE | $6,942 | $671+934.5% | $1,040+567.3% | $2,756+151.9% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,475 | $2,432+42.9% | $2,825+23.0% | $6,940-49.9% |