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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 | $25,894 | $138,075-81.2% | $123,552-79.0% | $135,379-80.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -11.13% | 153.70%-164.8pp | 119.20%-130.3pp | 519.79%-530.9pp |
| Employer contribution / active EE | $2,010 | $5,152-61.0% | $4,628-56.6% | $4,779-57.9% |
| Participant deferral / active EE | $7,918 | $6,800+16.4% | $6,426+23.2% | $5,609+41.2% |
| Admin fee / account holder | $543 | $10,917-95.0% | $9,285-94.1% | $10,828-95.0% |