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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 | $34,000 | $94,529-64.0% | $140,019-75.7% | $64,173-47.0% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | -8.90% | 7.77%-16.7pp | 651.15%-660.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,948 | $3,812-48.9% | $5,605-65.2% | $2,381-18.2% |
| Participant deferral / active EE | $4,105 | $5,250-21.8% | $6,927-40.7% | $3,470+18.3% |
| Admin fee / account holder | $662 | $6,741-90.2% | $10,705-93.8% | $4,887-86.5% |