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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 | $14,845 | $49,177-69.8% | $79,467-81.3% | $64,173-76.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.4pp |
| Annual return | -8.35% | -1.16%-7.2pp | 718.30%-726.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,984 | $2,076-4.4% | $2,800-29.1% | $2,381-16.7% |
| Participant deferral / active EE | $4,225 | $2,821+49.7% | $3,704+14.1% | $3,470+21.8% |
| Admin fee / account holder | $594 | $3,839-84.5% | $5,104-88.4% | $4,887-87.8% |