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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 | $14,003 | $54,355-74.2% | $82,744-83.1% | $68,486-79.6% |
| Participation rate | 82.8% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+14.9pp |
| Annual return | -19.58% | -13.67%-5.9pp | 702.22%-721.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,642 | $2,219-26.0% | $3,008-45.4% | $2,597-36.8% |
| Participant deferral / active EE | $3,618 | $3,246+11.5% | $4,395-17.7% | $4,028-10.2% |
| Admin fee / account holder | $744 | $4,397-83.1% | $5,325-86.0% | $5,404-86.2% |