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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 | $43,858 | $105,210-58.3% | $159,487-72.5% | $85,851-48.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | -16.21% | 45.08%-61.3pp | 263.71%-279.9pp | 318.63%-334.8pp |
| Employer contribution / active EE | $7,904 | $3,319+138.1% | $4,831+63.6% | $2,565+208.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $608 | $6,934-91.2% | $10,804-94.4% | $6,261-90.3% |