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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 | $29,479 | $44,850-34.3% | $60,547-51.3% | $59,633-50.6% |
| Participation rate | 89.3% | 59.5%+29.8pp | 68.0%+21.3pp | 68.7%+20.6pp |
| Annual return | -3.49% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $995 | $1,462-31.9% | $2,419-58.9% | $2,203-54.8% |
| Participant deferral / active EE | $1,571 | $2,230-29.5% | $3,328-52.8% | $3,192-50.8% |
| Admin fee / account holder | $371 | $3,635-89.8% | $4,536-91.8% | $4,297-91.4% |