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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 | $45,683 | $85,766-46.7% | $136,298-66.5% | $70,126-34.9% |
| Participation rate | 98.4% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | -7.03% | 31.46%-38.5pp | 5156.27%-5163.3pp | 73.15%-80.2pp |
| Employer contribution / active EE | $3,175 | $2,966+7.0% | $4,696-32.4% | $2,343+35.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,637 | $5,421-32.9% | $9,244-60.7% | $4,645-21.7% |