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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 | $15,668 | $40,275-61.1% | $57,356-72.7% | $59,633-73.7% |
| Participation rate | 88.9% | 69.1%+19.7pp | 75.1%+13.8pp | 68.7%+20.2pp |
| Annual return | -2.47% | 27.52%-30.0pp | 24.41%-26.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $651 | $1,921-66.1% | $2,689-75.8% | $2,203-70.4% |
| Participant deferral / active EE | $1,517 | $2,400-36.8% | $3,162-52.0% | $3,192-52.5% |
| Admin fee / account holder | $424 | $2,820-85.0% | $3,357-87.4% | $4,297-90.1% |