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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 | $36,441 | $64,324-43.3% | $118,946-69.4% | $79,852-54.4% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.8pp | 69.6%+26.5pp |
| Annual return | -2.73% | 86.45%-89.2pp | 35.89%-38.6pp | 31.72%-34.4pp |
| Employer contribution / active EE | $1,184 | $1,836-35.5% | $3,263-63.7% | $2,471-52.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $751 | $4,040-81.4% | $6,581-88.6% | $5,306-85.8% |