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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 | $16,102 | $75,962-78.8% | $154,111-89.6% | $64,173-74.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -11.51% | 30.32%-41.8pp | 735.18%-746.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,592 | $3,350-52.5% | $5,298-70.0% | $2,381-33.2% |
| Participant deferral / active EE | $2,906 | $3,175-8.5% | $5,081-42.8% | $3,470-16.2% |
| Admin fee / account holder | $551 | $5,589-90.1% | $13,411-95.9% | $4,887-88.7% |