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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 | $22,761 | $54,380-58.1% | $68,509-66.8% | $59,633-61.8% |
| Participation rate | 90.9% | 70.2%+20.7pp | 74.7%+16.2pp | 68.7%+22.2pp |
| Annual return | -2.99% | 2.83%-5.8pp | 8.27%-11.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,033 | $1,539-32.8% | $2,278-54.6% | $2,203-53.1% |
| Participant deferral / active EE | $1,332 | $2,643-49.6% | $3,382-60.6% | $3,192-58.3% |
| Admin fee / account holder | $1,713 | $3,885-55.9% | $5,275-67.5% | $4,297-60.1% |