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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 | $31,102 | $95,664-67.5% | $76,902-59.6% | $139,487-77.7% |
| Participation rate | 92.3% | 74.0%+18.3pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | -5.57% | 55.03%-60.6pp | 37.91%-43.5pp | 373.84%-379.4pp |
| Employer contribution / active EE | $7,286 | $3,147+131.5% | $2,534+187.5% | $4,755+53.2% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,054 | $8,311-39.2% | $5,479-7.8% | $11,407-55.7% |