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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 | $22,957 | $45,566-49.6% | $64,105-64.2% | $59,633-61.5% |
| Participation rate | 96.3% | 60.2%+36.1pp | 68.2%+28.1pp | 68.7%+27.6pp |
| Annual return | -3.18% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $2,581 | $934+176.3% | $1,820+41.8% | $2,203+17.2% |
| Participant deferral / active EE | $4,957 | $2,057+141.0% | $2,822+75.7% | $3,192+55.3% |
| Admin fee / account holder | $1,382 | $3,268-57.7% | $4,499-69.3% | $4,297-67.8% |