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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 | $18,029 | $75,832-76.2% | $147,617-87.8% | $59,633-69.8% |
| Participation rate | 82.9% | 71.6%+11.4pp | 84.6%-1.7pp | 68.7%+14.3pp |
| Annual return | -4.54% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,163 | $3,485-66.6% | $5,564-79.1% | $2,203-47.2% |
| Participant deferral / active EE | $4,712 | $3,131+50.5% | $4,895-3.7% | $3,192+47.6% |
| Admin fee / account holder | $1,118 | $5,986-81.3% | $11,612-90.4% | $4,297-74.0% |