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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 | $36,192 | $133,998-73.0% | $112,263-67.8% | $134,545-73.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.62% | 47.17%-69.8pp | 27.49%-50.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,188 | $4,040-70.6% | $3,636-67.3% | $4,742-75.0% |
| Participant deferral / active EE | $1,775 | $5,292-66.5% | $4,729-62.5% | $6,401-72.3% |
| Admin fee / account holder | $810 | $7,493-89.2% | $6,410-87.4% | $11,431-92.9% |