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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 | $27,156 | $106,549-74.5% | $91,225-70.2% | $134,509-79.8% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.2%+13.5pp | 81.2%+5.4pp |
| Annual return | -21.09% | 160.73%-181.8pp | 114.10%-135.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,667 | $3,331-20.0% | $2,851-6.5% | $4,741-43.7% |
| Participant deferral / active EE | $1,505 | $4,719-68.1% | $4,234-64.4% | $6,400-76.5% |
| Admin fee / account holder | $2,290 | $6,234-63.3% | $5,422-57.8% | $11,427-80.0% |