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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 | $43,621 | $148,629-70.7% | $135,982-67.9% | $139,487-68.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | -2.27% | 79.33%-81.6pp | 68.32%-70.6pp | 373.84%-376.1pp |
| Employer contribution / active EE | $6,644 | $5,247+26.6% | $4,859+36.7% | $4,755+39.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,531 | $12,406-63.5% | $10,767-57.9% | $11,407-60.3% |