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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 | $62,145 | $80,753-23.0% | $136,298-54.4% | $62,293-0.2% |
| Participation rate | 90.3% | 73.5%+16.7pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | -23.98% | 35.83%-59.8pp | 5156.27%-5180.3pp | 28.90%-52.9pp |
| Employer contribution / active EE | $7,092 | $2,884+145.9% | $4,696+51.0% | $2,042+247.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,029 | $525+286.2% | $9,244-78.0% | $479+323.3% |