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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 | $14,857 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 95.9% | 71.2%+24.7pp | 84.0%+11.9pp | 69.3%+26.6pp |
| Annual return | -0.16% | 50.33%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,167 | $3,444-37.1% | $5,501-60.6% | $2,281-5.0% |
| Participant deferral / active EE | $1,579 | $3,046-48.1% | $4,871-67.6% | $3,203-50.7% |
| Admin fee / account holder | $11,597 | $5,561+108.5% | $13,028-11.0% | $4,296+170.0% |