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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 | $25,020 | $57,352-56.4% | $83,831-70.2% | $64,173-61.0% |
| Participation rate | 97.2% | 68.6%+28.6pp | 76.1%+21.1pp | 69.6%+27.7pp |
| Annual return | -9.09% | 11.38%-20.5pp | 850.99%-860.1pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,333 | $2,546+30.9% | $3,631-8.2% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $314 | $4,046-92.2% | $5,479-94.3% | $4,887-93.6% |