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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 | $40,654 | $78,682-48.3% | $109,188-62.8% | $85,851-52.6% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | -17.95% | 25.09%-43.0pp | 25.76%-43.7pp | 318.63%-336.6pp |
| Employer contribution / active EE | $5,293 | $2,734+93.6% | $3,723+42.2% | $2,565+106.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $438 | $5,470-92.0% | $6,755-93.5% | $6,261-93.0% |