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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 | $30,680 | $64,324-52.3% | $118,914-74.2% | $79,856-61.6% |
| Participation rate | 88.6% | 64.9%+23.8pp | 75.4%+13.2pp | 69.6%+19.0pp |
| Annual return | -6.73% | 86.45%-93.2pp | 35.89%-42.6pp | 31.71%-38.4pp |
| Employer contribution / active EE | $4,635 | $1,836+152.4% | $3,264+42.0% | $2,471+87.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,154 | $4,040-46.7% | $6,582-67.3% | $5,306-59.4% |