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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 | $14,408 | $58,258-75.3% | $81,820-82.4% | $80,925-82.2% |
| Participation rate | 72.4% | 63.5%+9.0pp | 72.4%0pp | 67.7%+4.8pp |
| Annual return | -4.92% | 41.76%-46.7pp | 777.93%-782.9pp | 35.65%-40.6pp |
| Employer contribution / active EE | $3,448 | $2,345+47.0% | $2,915+18.3% | $2,756+25.1% |
| Participant deferral / active EE | $2,277 | $3,284-30.7% | $4,323-47.3% | $4,299-47.0% |
| Admin fee / account holder | $752 | $4,976-84.9% | $7,391-89.8% | $6,940-89.2% |