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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 | $19,388 | $45,152-57.1% | $73,835-73.7% | $59,633-67.5% |
| Participation rate | 97.3% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.6pp |
| Annual return | -2.91% | 27.40%-30.3pp | 2268.13%-2271.0pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $3,058 | $1,901+60.8% | $2,788+9.7% | $2,203+38.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $465 | $3,515-86.8% | $4,880-90.5% | $4,297-89.2% |