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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 | $60,432 | $99,652-39.4% | $78,778-23.3% | $147,586-59.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -9.04% | 47.28%-56.3pp | 35.62%-44.7pp | 578.59%-587.6pp |
| Employer contribution / active EE | $900 | $2,796-67.8% | $1,986-54.7% | $4,876-81.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,527 | $7,155+131.0% | $5,134+221.9% | $10,886+51.8% |