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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 | $40,104 | $75,832-47.1% | $147,617-72.8% | $59,633-32.7% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,685 | $3,485-51.7% | $5,564-69.7% | $2,203-23.5% |
| Participant deferral / active EE | $1,593 | $3,131-49.1% | $4,895-67.4% | $3,192-50.1% |
| Admin fee / account holder | $10,392 | $5,986+73.6% | $11,612-10.5% | $4,297+141.8% |