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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 | $17,706 | $48,053-63.2% | $84,628-79.1% | $72,975-75.7% |
| Participation rate | 98.1% | 57.6%+40.6pp | 68.2%+29.9pp | 69.5%+28.7pp |
| Annual return | -3.77% | 37.39%-41.2pp | 258.80%-262.6pp | 81.01%-84.8pp |
| Employer contribution / active EE | $2,259 | $1,602+41.0% | $2,653-14.8% | $2,440-7.4% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,423 | $3,395-58.1% | $4,914-71.0% | $5,124-72.2% |