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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 | $47,312 | $89,364-47.1% | $141,177-66.5% | $72,983-35.2% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | -6.63% | 111.86%-118.5pp | 71.40%-78.0pp | 81.01%-87.6pp |
| Employer contribution / active EE | $8,201 | $3,115+163.3% | $4,736+73.2% | $2,440+236.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,238 | $5,959-62.4% | $10,263-78.2% | $5,124-56.3% |