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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 | $41,607 | $90,606-54.1% | $79,466-47.6% | $135,379-69.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.73% | 977.69%-987.4pp | 718.28%-728.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $3,384 | $3,068+10.3% | $2,800+20.8% | $4,779-29.2% |
| Participant deferral / active EE | $4,722 | $4,050+16.6% | $3,704+27.5% | $5,609-15.8% |
| Admin fee / account holder | $531 | $5,895-91.0% | $5,104-89.6% | $10,828-95.1% |