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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 | $34,173 | $115,796-70.5% | $101,264-66.3% | $158,950-78.5% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 1.56% | 56.15%-54.6pp | 46.48%-44.9pp | 302.91%-301.4pp |
| Employer contribution / active EE | $6,130 | $4,175+46.8% | $3,660+67.5% | $4,762+28.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,575 | $7,247-78.3% | $5,947-73.5% | $11,248-86.0% |