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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 | $24,999 | $71,208-64.9% | $93,681-73.3% | $80,911-69.1% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | -2.16% | 11.27%-13.4pp | 133.47%-135.6pp | 35.63%-37.8pp |
| Employer contribution / active EE | $947 | $1,564-39.5% | $2,422-60.9% | $2,756-65.6% |
| Participant deferral / active EE | $2,934 | $4,035-27.3% | $4,415-33.5% | $4,297-31.7% |
| Admin fee / account holder | $3,779 | $6,951-45.6% | $8,290-54.4% | $6,935-45.5% |