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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 | $27,058 | $67,372-59.8% | $60,906-55.6% | $134,532-79.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -20.77% | 50.05%-70.8pp | 16.94%-37.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $4,878 | $3,099+57.4% | $2,703+80.5% | $4,741+2.9% |
| Participant deferral / active EE | $10,415 | $4,532+129.8% | $3,814+173.1% | $6,401+62.7% |
| Admin fee / account holder | $4,720 | $4,588+2.9% | $3,227+46.3% | $11,429-58.7% |