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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 | $30,662 | $89,367-65.7% | $141,191-78.3% | $72,975-58.0% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | -3.84% | 111.87%-115.7pp | 71.41%-75.2pp | 81.01%-84.9pp |
| Employer contribution / active EE | $3,824 | $3,115+22.8% | $4,736-19.3% | $2,440+56.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,460 | $5,957-41.9% | $10,264-66.3% | $5,124-32.5% |