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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 | $27,737 | $112,121-75.3% | $95,960-71.1% | $158,966-82.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 0.06% | 171.16%-171.1pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,314 | $3,199-58.9% | $2,541-48.3% | $4,762-72.4% |
| Participant deferral / active EE | $6,571 | $4,784+37.3% | $4,167+57.7% | $5,983+9.8% |
| Admin fee / account holder | $1,039 | $10,135-89.7% | $6,797-84.7% | $11,250-90.8% |