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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 | $40,750 | $93,598-56.5% | $135,974-70.0% | $75,173-45.8% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | -86.81% | 30.89%-117.7pp | 68.30%-155.1pp | 160.72%-247.5pp |
| Employer contribution / active EE | $9,806 | $3,538+177.2% | $4,859+101.8% | $2,671+267.1% |
| Participant deferral / active EE | $17,696 | $6,405+176.3% | $7,760+128.0% | $4,126+328.9% |
| Admin fee / account holder | $3,796 | $6,978-45.6% | $10,767-64.7% | $5,651-32.8% |