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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 | $20,043 | $77,638-74.2% | $156,551-87.2% | $62,881-68.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.42% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,153 | $3,444-66.5% | $5,501-79.0% | $2,281-49.5% |
| Participant deferral / active EE | $2,648 | $3,046-13.1% | $4,871-45.6% | $3,203-17.3% |
| Admin fee / account holder | $5,336 | $5,561-4.0% | $13,028-59.0% | $4,296+24.2% |