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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 | $31,345 | $56,134-44.2% | $96,192-67.4% | $85,851-63.5% |
| Participation rate | 94.8% | 56.7%+38.1pp | 68.4%+26.4pp | 69.3%+25.5pp |
| Annual return | -7.25% | 42.30%-49.6pp | 192.09%-199.3pp | 318.63%-325.9pp |
| Employer contribution / active EE | $3,286 | $1,620+102.8% | $2,799+17.4% | $2,565+28.1% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,892 | $3,769-49.8% | $5,539-65.8% | $6,261-69.8% |