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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 | $43,165 | $180,459-76.1% | $154,108-72.0% | $135,380-68.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -9.45% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $4,524 | $6,035-25.0% | $5,298-14.6% | $4,779-5.3% |
| Participant deferral / active EE | $9,198 | $5,806+58.4% | $5,081+81.0% | $5,609+64.0% |
| Admin fee / account holder | $6,795 | $16,145-57.9% | $13,411-49.3% | $10,828-37.2% |