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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 | $16,840 | $91,179-81.5% | $178,499-90.6% | $79,852-78.9% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | -2.69% | 24.19%-26.9pp | 151.10%-153.8pp | 31.72%-34.4pp |
| Employer contribution / active EE | $3,225 | $3,256-0.9% | $5,011-35.6% | $2,471+30.5% |
| Participant deferral / active EE | $1,899 | $3,236-41.3% | $5,202-63.5% | $3,740-49.2% |
| Admin fee / account holder | $4,923 | $6,749-27.1% | $13,986-64.8% | $5,306-7.2% |