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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 | $19,621 | $54,355-63.9% | $82,744-76.3% | $68,486-71.4% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -20.09% | -13.67%-6.4pp | 702.22%-722.3pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,005 | $2,219-54.7% | $3,008-66.6% | $2,597-61.3% |
| Participant deferral / active EE | $4,327 | $3,246+33.3% | $4,395-1.5% | $4,028+7.4% |
| Admin fee / account holder | $11,763 | $4,397+167.5% | $5,325+120.9% | $5,404+117.7% |