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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 | $15,199 | $133,981-88.7% | $112,249-86.5% | $134,532-88.7% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -20.67% | 47.16%-67.8pp | 27.48%-48.2pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,516 | $4,040-37.7% | $3,636-30.8% | $4,741-46.9% |
| Participant deferral / active EE | $3,148 | $5,292-40.5% | $4,729-33.4% | $6,401-50.8% |
| Admin fee / account holder | $936 | $7,492-87.5% | $6,412-85.4% | $11,429-91.8% |