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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 | $29,895 | $90,486-67.0% | $78,676-62.0% | $273,972-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.21% | 75.62%-78.8pp | 62.19%-65.4pp | 41.46%-44.7pp |
| Employer contribution / active EE | $1,568 | $3,175-50.6% | $2,850-45.0% | $4,869-67.8% |
| Participant deferral / active EE | $3,292 | $3,901-15.6% | $3,517-6.4% | $5,287-37.7% |
| Admin fee / account holder | $737 | $5,263-86.0% | $4,510-83.7% | $10,133-92.7% |