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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 | $46,776 | $135,645-65.5% | $110,243-57.6% | $135,380-65.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -10.95% | 513.24%-524.2pp | 314.76%-325.7pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,652 | $4,907-66.3% | $3,827-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $2,733 | $5,507-50.4% | $4,672-41.5% | $5,609-51.3% |
| Admin fee / account holder | $944 | $11,458-91.8% | $8,548-89.0% | $10,828-91.3% |