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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 | $40,330 | $168,635-76.1% | $147,617-72.7% | $125,389-67.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -36.73% | 77.65%-114.4pp | 61.98%-98.7pp | 282.24%-319.0pp |
| Employer contribution / active EE | $2,423 | $6,252-61.2% | $5,564-56.5% | $4,866-50.2% |
| Participant deferral / active EE | $4,550 | $5,507-17.4% | $4,895-7.1% | $5,352-15.0% |
| Admin fee / account holder | $1,462 | $13,580-89.2% | $11,612-87.4% | $9,541-84.7% |