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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 | $29,556 | $59,111-50.0% | $86,451-65.8% | $68,490-56.8% |
| Participation rate | 88.8% | 75.2%+13.5pp | 80.3%+8.4pp | 67.9%+20.9pp |
| Annual return | -19.28% | -0.22%-19.1pp | 4398.51%-4417.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $599 | $2,519-76.2% | $3,770-84.1% | $2,597-76.9% |
| Participant deferral / active EE | $7,483 | $5,900+26.8% | $6,953+7.6% | $4,028+85.8% |
| Admin fee / account holder | $1,413 | $5,640-74.9% | $6,734-79.0% | $5,403-73.8% |