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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 | $43,201 | $81,643-47.1% | $70,462-38.7% | $158,950-72.8% |
| Participation rate | 92.9% | 77.7%+15.1pp | 75.1%+17.8pp | 82.0%+10.9pp |
| Annual return | -12.41% | 208.51%-220.9pp | 109.08%-121.5pp | 302.91%-315.3pp |
| Employer contribution / active EE | $1,009 | $3,218-68.6% | $2,737-63.1% | $4,762-78.8% |
| Participant deferral / active EE | $1,009 | $4,555-77.9% | $3,710-72.8% | $5,983-83.1% |
| Admin fee / account holder | $1,907 | $6,194-69.2% | $3,845-50.4% | $11,248-83.0% |