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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 | $37,513 | $77,638-51.7% | $156,551-76.0% | $62,881-40.3% |
| Participation rate | 70.5% | 71.2%-0.7pp | 84.0%-13.5pp | 69.3%+1.2pp |
| Annual return | -1.63% | 50.33%-52.0pp | 32.23%-33.9pp | 20.14%-21.8pp |
| Employer contribution / active EE | $823 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $2,508 | $3,046-17.7% | $4,871-48.5% | $3,203-21.7% |
| Admin fee / account holder | $1,398 | $5,561-74.9% | $13,028-89.3% | $4,296-67.4% |