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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 | $15,097 | $64,311-76.5% | $57,356-73.7% | $125,389-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.37% | 25.14%-28.5pp | 24.41%-27.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $512 | $3,193-84.0% | $2,689-81.0% | $4,866-89.5% |
| Participant deferral / active EE | $5,305 | $3,846+37.9% | $3,162+67.8% | $5,352-0.9% |
| Admin fee / account holder | $310 | $5,243-94.1% | $3,357-90.8% | $9,541-96.7% |