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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 | $26,648 | $45,152-41.0% | $73,836-63.9% | $59,633-55.3% |
| Participation rate | 72.0% | 64.0%+8.0pp | 73.4%-1.4pp | 68.7%+3.3pp |
| Annual return | -2.77% | 27.40%-30.2pp | 2268.06%-2270.8pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $712 | $1,901-62.6% | $2,787-74.5% | $2,203-67.7% |
| Participant deferral / active EE | $3,144 | $2,573+22.2% | $3,583-12.3% | $3,192-1.5% |
| Admin fee / account holder | $16,393 | $3,515+366.4% | $4,882+235.8% | $4,297+281.5% |