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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 | $26,903 | $133,998-79.9% | $112,263-76.0% | $134,545-80.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -25.34% | 47.17%-72.5pp | 27.49%-52.8pp | 418.37%-443.7pp |
| Employer contribution / active EE | $1,500 | $4,040-62.9% | $3,636-58.7% | $4,742-68.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,874 | $7,493-61.6% | $6,410-55.2% | $11,431-74.9% |