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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 | $37,132 | $105,200-64.7% | $159,474-76.7% | $85,847-56.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | -17.35% | 45.08%-62.4pp | 263.68%-281.0pp | 318.61%-336.0pp |
| Employer contribution / active EE | $16,725 | $3,319+403.9% | $4,831+246.2% | $2,565+551.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,646 | $6,934-18.6% | $10,802-47.7% | $6,261-9.8% |