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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 | $29,045 | $78,694-63.1% | $67,653-57.1% | $125,388-76.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -3.98% | 9.46%-13.4pp | 6625.22%-6629.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $938 | $3,044-69.2% | $2,266-58.6% | $4,866-80.7% |
| Participant deferral / active EE | $1,998 | $4,292-53.5% | $3,560-43.9% | $5,352-62.7% |
| Admin fee / account holder | $2,855 | $7,403-61.4% | $4,821-40.8% | $9,541-70.1% |