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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 | $32,465 | $85,766-62.1% | $136,297-76.2% | $70,131-53.7% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | -13.31% | 31.45%-44.8pp | 5156.16%-5169.5pp | 73.14%-86.4pp |
| Employer contribution / active EE | $11,711 | $2,966+294.8% | $4,696+149.4% | $2,342+399.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $358 | $5,420-93.4% | $9,244-96.1% | $4,645-92.3% |