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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 | $29,909 | $85,766-65.1% | $136,298-78.1% | $70,126-57.3% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | -20.56% | 31.46%-52.0pp | 5156.27%-5176.8pp | 73.15%-93.7pp |
| Employer contribution / active EE | $628 | $2,966-78.8% | $4,696-86.6% | $2,343-73.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $366 | $5,421-93.2% | $9,244-96.0% | $4,645-92.1% |