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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 | $16,357 | $96,643-83.1% | $86,617-81.1% | $139,456-88.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | -0.45% | 106.57%-107.0pp | 591.91%-592.4pp | 373.45%-373.9pp |
| Employer contribution / active EE | $1,125 | $3,264-65.5% | $3,023-62.8% | $4,753-76.3% |
| Participant deferral / active EE | $3,359 | $4,835-30.5% | $4,437-24.3% | $6,711-50.0% |
| Admin fee / account holder | $2,044 | $6,406-68.1% | $5,613-63.6% | $11,407-82.1% |