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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 | $26,890 | $95,915-72.0% | $79,580-66.2% | $134,532-80.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.55% | -2.71%-21.8pp | 0.15%-24.7pp | 418.27%-442.8pp |
| Employer contribution / active EE | $2,478 | $3,129-20.8% | $2,413+2.7% | $4,741-47.7% |
| Participant deferral / active EE | $11,875 | $4,693+153.0% | $3,985+198.0% | $6,401+85.5% |
| Admin fee / account holder | $2,648 | $9,132-71.0% | $6,835-61.3% | $11,429-76.8% |