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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 | $21,044 | $48,364-56.5% | $71,796-70.7% | $62,881-66.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -2.40% | 13.16%-15.6pp | 78.04%-80.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,466 | $1,042+40.7% | $1,924-23.8% | $2,281-35.7% |
| Participant deferral / active EE | $2,322 | $2,091+11.0% | $2,794-16.9% | $3,203-27.5% |
| Admin fee / account holder | $6,823 | $3,771+80.9% | $4,815+41.7% | $4,296+58.8% |