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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 | $38,733 | $75,935-49.0% | $60,547-36.0% | $125,389-69.1% |
| Participation rate | 95.5% | 76.5%+18.9pp | 68.0%+27.5pp | 83.2%+12.3pp |
| Annual return | -7.12% | -5.38%-1.7pp | 335.64%-342.8pp | 282.24%-289.4pp |
| Employer contribution / active EE | $2,273 | $3,438-33.9% | $2,419-6.1% | $4,866-53.3% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,652 | $6,768-1.7% | $4,536+46.6% | $9,541-30.3% |