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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 | $24,310 | $64,307-62.2% | $57,349-57.6% | $125,388-80.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -33.71% | 25.14%-58.8pp | 24.40%-58.1pp | 282.24%-315.9pp |
| Employer contribution / active EE | $2,567 | $3,193-19.6% | $2,689-4.5% | $4,866-47.2% |
| Participant deferral / active EE | $1,875 | $3,847-51.3% | $3,162-40.7% | $5,352-65.0% |
| Admin fee / account holder | $10,950 | $5,242+108.9% | $3,356+226.3% | $9,541+14.8% |