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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 | $26,048 | $154,159-83.1% | $130,026-80.0% | $139,456-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 32.50%-26.3pp | -137.26%+143.5pp | 373.45%-367.2pp |
| Employer contribution / active EE | $1,559 | $5,292-70.5% | $4,321-63.9% | $4,753-67.2% |
| Participant deferral / active EE | $3,413 | $6,710-49.1% | $5,821-41.4% | $6,711-49.1% |
| Admin fee / account holder | $5,937 | $14,001-57.6% | $10,608-44.0% | $11,407-48.0% |