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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 | $44,420 | $102,429-56.6% | $147,096-69.8% | $80,925-45.1% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | -11.83% | 135.02%-146.9pp | 419.75%-431.6pp | 35.65%-47.5pp |
| Employer contribution / active EE | $4,478 | $3,716+20.5% | $4,936-9.3% | $2,756+62.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $975 | $7,957-87.7% | $13,005-92.5% | $6,940-86.0% |