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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 | $43,381 | $85,171-49.1% | $172,752-74.9% | $72,975-40.6% |
| Participation rate | 84.2% | 70.1%+14.1pp | 82.6%+1.6pp | 69.5%+14.7pp |
| Annual return | -8.85% | 27.32%-36.2pp | 802.97%-811.8pp | 81.01%-89.9pp |
| Employer contribution / active EE | $9,524 | $3,324+186.5% | $5,144+85.1% | $2,440+290.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,819 | $5,880-52.1% | $13,955-79.8% | $5,124-45.0% |