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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 | $35,686 | $78,705-54.7% | $117,857-69.7% | $70,131-49.1% |
| Participation rate | 87.1% | 73.2%+13.9pp | 79.7%+7.4pp | 69.5%+17.6pp |
| Annual return | -38.60% | 23.30%-61.9pp | 335.09%-373.7pp | 73.14%-111.7pp |
| Employer contribution / active EE | $8,558 | $2,223+284.9% | $3,786+126.0% | $2,342+265.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,189 | $5,065+81.4% | $8,020+14.6% | $4,645+97.8% |