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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 | $25,817 | $167,362-84.6% | $143,799-82.0% | $134,532-80.8% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -33.03% | 0.47%-33.5pp | -0.04%-33.0pp | 418.27%-451.3pp |
| Employer contribution / active EE | $2,777 | $5,620-50.6% | $4,952-43.9% | $4,741-41.4% |
| Participant deferral / active EE | $10,967 | $6,447+70.1% | $5,638+94.5% | $6,401+71.3% |
| Admin fee / account holder | $712 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |