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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 | $27,576 | $88,672-68.9% | $105,223-73.8% | $82,448-66.6% |
| Participation rate | 98.8% | 67.9%+30.8pp | 75.0%+23.7pp | 68.1%+30.7pp |
| Annual return | -14.55% | 30.86%-45.4pp | 180.65%-195.2pp | 41.64%-56.2pp |
| Employer contribution / active EE | $1,852 | $3,048-39.3% | $3,689-49.8% | $2,551-27.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,205 | $7,146-83.1% | $8,859-86.4% | $7,234-83.3% |