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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 | $21,935 | $57,350-61.8% | $83,850-73.8% | $64,181-65.8% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -9.04% | 11.38%-20.4pp | 850.92%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,459 | $2,545-42.7% | $3,631-59.8% | $2,381-38.7% |
| Participant deferral / active EE | $2,463 | $2,993-17.7% | $4,082-39.7% | $3,470-29.0% |
| Admin fee / account holder | $1,303 | $4,046-67.8% | $5,478-76.2% | $4,887-73.3% |