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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 | $18,965 | $147,727-87.2% | $115,756-83.6% | $134,545-85.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.1%+8.6pp | 81.2%+4.5pp |
| Annual return | -22.52% | 73.96%-96.5pp | 143.14%-165.7pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,492 | $4,713-25.9% | $3,793-7.9% | $4,742-26.4% |
| Participant deferral / active EE | $4,310 | $7,563-43.0% | $6,254-31.1% | $6,401-32.7% |
| Admin fee / account holder | $831 | $14,571-94.3% | $8,124-89.8% | $11,431-92.7% |