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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 | $28,431 | $152,542-81.4% | $117,498-75.8% | $134,509-78.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.40% | 53.02%-75.4pp | 29.75%-52.2pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,619 | $5,574-71.0% | $4,178-61.3% | $4,741-65.9% |
| Participant deferral / active EE | $5,153 | $4,819+6.9% | $4,071+26.6% | $6,400-19.5% |
| Admin fee / account holder | $1,124 | $7,006-84.0% | $5,646-80.1% | $11,427-90.2% |