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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 | $14,207 | $77,638-81.7% | $156,551-90.9% | $62,881-77.4% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | -3.77% | 50.33%-54.1pp | 32.23%-36.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $1,445 | $3,444-58.0% | $5,501-73.7% | $2,281-36.6% |
| Participant deferral / active EE | $1,058 | $3,046-65.3% | $4,871-78.3% | $3,203-67.0% |
| Admin fee / account holder | $2,000 | $5,561-64.0% | $13,028-84.6% | $4,296-53.4% |