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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 | $32,092 | $57,352-44.0% | $83,830-61.7% | $64,173-50.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -8.81% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,528 | $2,546-0.7% | $3,631-30.4% | $2,381+6.2% |
| Participant deferral / active EE | $3,270 | $2,993+9.3% | $4,082-19.9% | $3,470-5.7% |
| Admin fee / account holder | $412 | $4,046-89.8% | $5,479-92.5% | $4,887-91.6% |