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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 | $18,838 | $45,041-58.2% | $63,003-70.1% | $70,131-73.1% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | -19.73% | 18.76%-38.5pp | 87.59%-107.3pp | 73.14%-92.9pp |
| Employer contribution / active EE | $743 | $2,052-63.8% | $2,760-73.1% | $2,342-68.3% |
| Participant deferral / active EE | $847 | $2,465-65.7% | $3,329-74.6% | $3,332-74.6% |
| Admin fee / account holder | $1,190 | $2,836-58.0% | $3,600-67.0% | $4,645-74.4% |