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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 | $46,301 | $54,357-14.8% | $82,706-44.0% | $68,495-32.4% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.0pp |
| Annual return | -19.90% | -13.67%-6.2pp | 701.76%-721.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $8,174 | $2,218+268.5% | $3,007+171.8% | $2,596+214.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,724 | $4,396-60.8% | $5,329-67.6% | $5,403-68.1% |