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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 | $78,467 | $142,430-44.9% | $115,170-31.9% | $152,885-48.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -9.03% | 41.48%-50.5pp | 35.60%-44.6pp | 345.39%-354.4pp |
| Employer contribution / active EE | $1,516 | $4,011-62.2% | $3,179-52.3% | $4,763-68.2% |
| Participant deferral / active EE | $3,670 | $5,165-28.9% | $4,169-12.0% | $5,851-37.3% |
| Admin fee / account holder | $730 | $8,464-91.4% | $7,089-89.7% | $11,598-93.7% |