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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 | $38,037 | $134,001-71.6% | $112,258-66.1% | $134,509-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.04% | 47.15%-68.2pp | 27.47%-48.5pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,765 | $4,039-31.5% | $3,636-23.9% | $4,741-41.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,313 | $7,491-82.5% | $6,411-79.5% | $11,427-88.5% |