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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 | $46,491 | $108,701-57.2% | $74,723-37.8% | $152,909-69.6% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | -0.22% | 114.12%-114.3pp | 753.18%-753.4pp | 345.46%-345.7pp |
| Employer contribution / active EE | $645 | $1,504-57.1% | $1,084-40.5% | $4,764-86.5% |
| Participant deferral / active EE | $6,773 | $2,709+150.0% | $1,962+245.3% | $5,851+15.7% |
| Admin fee / account holder | $426 | $4,906-91.3% | $3,335-87.2% | $11,601-96.3% |