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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 | $34,513 | $82,678-58.3% | $125,391-72.5% | $68,490-49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -29.48% | -5.97%-23.5pp | 572.41%-601.9pp | -7.85%-21.6pp |
| Employer contribution / active EE | $2,655 | $3,382-21.5% | $4,816-44.9% | $2,597+2.3% |
| Participant deferral / active EE | $2,757 | $6,111-54.9% | $7,448-63.0% | $4,028-31.6% |
| Admin fee / account holder | $538 | $6,277-91.4% | $10,009-94.6% | $5,403-90.0% |