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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 | $33,557 | $107,353-68.7% | $92,903-63.9% | $152,885-78.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | -14.85% | 145.62%-160.5pp | 109.43%-124.3pp | 345.39%-360.2pp |
| Employer contribution / active EE | $15,873 | $4,222+276.0% | $3,653+334.5% | $4,763+233.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,057 | $7,081-56.8% | $5,795-47.3% | $11,598-73.6% |