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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 | $29,698 | $152,542-80.5% | $117,498-74.7% | $134,509-77.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.41% | 53.02%-76.4pp | 29.75%-53.2pp | 418.13%-441.5pp |
| Employer contribution / active EE | $811 | $5,574-85.4% | $4,178-80.6% | $4,741-82.9% |
| Participant deferral / active EE | $3,676 | $4,819-23.7% | $4,071-9.7% | $6,400-42.6% |
| Admin fee / account holder | $3,098 | $7,006-55.8% | $5,646-45.1% | $11,427-72.9% |