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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 | $31,858 | $78,694-59.5% | $67,652-52.9% | $125,389-74.6% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -4.45% | 9.46%-13.9pp | 6625.40%-6629.9pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,340 | $3,044-23.1% | $2,266+3.3% | $4,866-51.9% |
| Participant deferral / active EE | $8,000 | $4,292+86.4% | $3,560+124.7% | $5,352+49.5% |
| Admin fee / account holder | $354 | $7,403-95.2% | $4,821-92.6% | $9,541-96.3% |