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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 | $38,870 | $68,996-43.7% | $159,991-75.7% | $68,495-43.3% |
| Participation rate | 81.6% | 65.4%+16.2pp | 78.0%+3.6pp | 67.9%+13.7pp |
| Annual return | -22.65% | -9.65%-13.0pp | 408.82%-431.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,539 | $2,212-30.4% | $4,225-63.6% | $2,596-40.7% |
| Participant deferral / active EE | $4,355 | $4,211+3.4% | $6,183-29.6% | $4,028+8.1% |
| Admin fee / account holder | $969 | $4,797-79.8% | $8,715-88.9% | $5,403-82.1% |