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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 | $40,451 | $109,411-63.0% | $89,435-54.8% | $158,982-74.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | -10.96% | 345.68%-356.6pp | 245.55%-256.5pp | 302.99%-314.0pp |
| Employer contribution / active EE | $3,240 | $3,173+2.1% | $2,587+25.2% | $4,763-32.0% |
| Participant deferral / active EE | $11,309 | $4,600+145.8% | $3,890+190.7% | $5,983+89.0% |
| Admin fee / account holder | $1,403 | $6,159-77.2% | $4,884-71.3% | $11,252-87.5% |