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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 | $35,681 | $82,674-56.8% | $125,381-71.5% | $68,486-47.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,081 | $3,382-38.5% | $4,815-56.8% | $2,597-19.9% |
| Participant deferral / active EE | $7,998 | $6,111+30.9% | $7,448+7.4% | $4,028+98.6% |
| Admin fee / account holder | $2,649 | $6,277-57.8% | $10,007-73.5% | $5,404-51.0% |