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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 | $16,365 | $90,486-81.9% | $78,676-79.2% | $273,972-94.0% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | -1.08% | 75.62%-76.7pp | 62.19%-63.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,056 | $3,175-66.7% | $2,850-63.0% | $4,869-78.3% |
| Participant deferral / active EE | $2,127 | $3,901-45.5% | $3,517-39.5% | $5,287-59.8% |
| Admin fee / account holder | $1,006 | $5,263-80.9% | $4,510-77.7% | $10,133-90.1% |