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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 | $44,250 | $127,100-65.2% | $105,738-58.2% | $135,379-67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.15% | 4.49%-14.6pp | 6.27%-16.4pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,206 | $4,107-70.6% | $3,268-63.1% | $4,779-74.8% |
| Participant deferral / active EE | $4,260 | $5,064-15.9% | $4,080+4.4% | $5,609-24.0% |
| Admin fee / account holder | $956 | $9,087-89.5% | $6,913-86.2% | $10,828-91.2% |