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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 | $28,192 | $113,338-75.1% | $94,993-70.3% | $147,586-80.9% |
| Participation rate | 95.2% | 78.0%+17.3pp | 73.9%+21.4pp | 82.8%+12.4pp |
| Annual return | -14.07% | 20.80%-34.9pp | 27.14%-41.2pp | 578.59%-592.7pp |
| Employer contribution / active EE | $1,619 | $3,160-48.8% | $2,603-37.8% | $4,876-66.8% |
| Participant deferral / active EE | $3,086 | $3,777-18.3% | $3,317-7.0% | $5,439-43.3% |
| Admin fee / account holder | $13,687 | $6,063+125.8% | $4,960+175.9% | $10,886+25.7% |