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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 | $14,933 | $75,962-80.3% | $154,111-90.3% | $64,173-76.7% |
| Participation rate | 76.8% | 70.4%+6.4pp | 83.0%-6.3pp | 69.6%+7.2pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.18%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,946 | $3,350-41.9% | $5,298-63.3% | $2,381-18.3% |
| Participant deferral / active EE | $1,238 | $3,175-61.0% | $5,081-75.6% | $3,470-64.3% |
| Admin fee / account holder | $736 | $5,589-86.8% | $13,411-94.5% | $4,887-84.9% |