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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 | $32,738 | $107,421-69.5% | $182,262-82.0% | $94,015-65.2% |
| Participation rate | 97.6% | 77.8%+19.8pp | 84.2%+13.4pp | 70.8%+26.8pp |
| Annual return | -14.93% | 21.32%-36.2pp | 140.60%-155.5pp | 17.84%-32.8pp |
| Employer contribution / active EE | $3,614 | $3,448+4.8% | $5,046-28.4% | $2,790+29.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $619 | $8,692-92.9% | $16,712-96.3% | $8,951-93.1% |