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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 | $31,102 | $64,307-51.6% | $57,349-45.8% | $125,388-75.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -20.88% | 25.14%-46.0pp | 24.40%-45.3pp | 282.24%-303.1pp |
| Employer contribution / active EE | $1,078 | $3,193-66.2% | $2,689-59.9% | $4,866-77.8% |
| Participant deferral / active EE | $1,489 | $3,847-61.3% | $3,162-52.9% | $5,352-72.2% |
| Admin fee / account holder | $4,475 | $5,242-14.6% | $3,356+33.3% | $9,541-53.1% |