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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 | $25,500 | $57,352-55.5% | $83,831-69.6% | $64,173-60.3% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.1pp | 69.6%+25.7pp |
| Annual return | -10.69% | 11.38%-22.1pp | 850.99%-861.7pp | 7.63%-18.3pp |
| Employer contribution / active EE | $7,235 | $2,546+184.2% | $3,631+99.3% | $2,381+203.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,350 | $4,046+56.9% | $5,479+15.9% | $4,887+29.9% |