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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 | $39,298 | $89,370-56.0% | $141,197-72.2% | $72,976-46.1% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.3pp | 69.5%+22.3pp |
| Annual return | -14.51% | 111.88%-126.4pp | 71.41%-85.9pp | 81.02%-95.5pp |
| Employer contribution / active EE | $5,505 | $3,115+76.7% | $4,736+16.2% | $2,440+125.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $885 | $5,957-85.1% | $10,265-91.4% | $5,124-82.7% |