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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 | $40,303 | $93,617-56.9% | $135,982-70.4% | $75,177-46.4% |
| Participation rate | 91.3% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | -3.38% | 30.89%-34.3pp | 68.32%-71.7pp | 160.75%-164.1pp |
| Employer contribution / active EE | $5,546 | $3,538+56.7% | $4,859+14.1% | $2,671+107.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,934 | $6,980-58.0% | $10,767-72.8% | $5,651-48.1% |