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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 | $34,469 | $100,805-65.8% | $86,698-60.2% | $134,532-74.4% |
| Participation rate | 91.3% | 79.0%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -21.78% | 29.09%-50.9pp | 35.95%-57.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,739 | $3,490-50.2% | $2,837-38.7% | $4,741-63.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,452 | $10,925-77.6% | $7,493-67.3% | $11,429-78.5% |