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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 | $30,568 | $85,060-64.1% | $70,548-56.7% | $139,456-78.1% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | -2.45% | 30.38%-32.8pp | 32.78%-35.2pp | 373.45%-375.9pp |
| Employer contribution / active EE | $876 | $3,911-77.6% | $2,975-70.5% | $4,753-81.6% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $437 | $8,925-95.1% | $6,424-93.2% | $11,407-96.2% |