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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 | $39,846 | $58,258-31.6% | $81,820-51.3% | $80,925-50.8% |
| Participation rate | 85.7% | 63.5%+22.3pp | 72.4%+13.3pp | 67.7%+18.1pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,739 | $2,345+16.8% | $2,915-6.1% | $2,756-0.6% |
| Participant deferral / active EE | $3,474 | $3,284+5.8% | $4,323-19.6% | $4,299-19.2% |
| Admin fee / account holder | $4,256 | $4,976-14.5% | $7,391-42.4% | $6,940-38.7% |