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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 | $29,992 | $77,638-61.4% | $156,551-80.8% | $62,881-52.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.78% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,086 | $3,444-68.5% | $5,501-80.3% | $2,281-52.4% |
| Participant deferral / active EE | $1,920 | $3,046-37.0% | $4,871-60.6% | $3,203-40.1% |
| Admin fee / account holder | $1,077 | $5,561-80.6% | $13,028-91.7% | $4,296-74.9% |