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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 | $43,786 | $75,962-42.4% | $154,108-71.6% | $64,173-31.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.74% | 30.32%-40.1pp | 735.21%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,348 | $3,350-29.9% | $5,298-55.7% | $2,381-1.4% |
| Participant deferral / active EE | $4,079 | $3,175+28.5% | $5,081-19.7% | $3,470+17.6% |
| Admin fee / account holder | $1,341 | $5,589-76.0% | $13,411-90.0% | $4,887-72.6% |