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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 | $15,802 | $75,962-79.2% | $154,111-89.7% | $64,173-75.4% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.2pp | 69.6%+2.3pp |
| Annual return | -9.13% | 30.32%-39.5pp | 735.18%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,815 | $3,350-45.8% | $5,298-65.7% | $2,381-23.8% |
| Participant deferral / active EE | $2,664 | $3,175-16.1% | $5,081-47.6% | $3,470-23.2% |
| Admin fee / account holder | $3,072 | $5,589-45.0% | $13,411-77.1% | $4,887-37.1% |