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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 | $14,441 | $91,198-84.2% | $178,503-91.9% | $79,856-81.9% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | -2.71% | 24.20%-26.9pp | 151.12%-153.8pp | 31.71%-34.4pp |
| Employer contribution / active EE | $1,530 | $3,257-53.0% | $5,011-69.5% | $2,471-38.1% |
| Participant deferral / active EE | $1,394 | $3,237-56.9% | $5,202-73.2% | $3,741-62.7% |
| Admin fee / account holder | $878 | $6,748-87.0% | $13,987-93.7% | $5,306-83.4% |