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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 | $34,384 | $90,486-62.0% | $78,676-56.3% | $273,972-87.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | -0.47% | 75.62%-76.1pp | 62.19%-62.7pp | 41.46%-41.9pp |
| Employer contribution / active EE | $3,386 | $3,175+6.6% | $2,850+18.8% | $4,869-30.5% |
| Participant deferral / active EE | $8,201 | $3,901+110.2% | $3,517+133.2% | $5,287+55.1% |
| Admin fee / account holder | $585 | $5,263-88.9% | $4,510-87.0% | $10,133-94.2% |