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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 | $19,982 | $141,001-85.8% | $112,228-82.2% | $139,487-85.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.18% | 32.75%-45.9pp | 30.23%-43.4pp | 373.84%-387.0pp |
| Employer contribution / active EE | $4,437 | $4,285+3.6% | $3,432+29.3% | $4,755-6.7% |
| Participant deferral / active EE | $2,580 | $5,877-56.1% | $4,800-46.3% | $6,713-61.6% |
| Admin fee / account holder | $2,996 | $9,959-69.9% | $7,752-61.4% | $11,407-73.7% |