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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 | $13,953 | $95,915-85.5% | $79,580-82.5% | $134,532-89.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -32.63% | -2.71%-29.9pp | 0.15%-32.8pp | 418.27%-450.9pp |
| Employer contribution / active EE | $2,971 | $3,129-5.0% | $2,413+23.1% | $4,741-37.3% |
| Participant deferral / active EE | $5,330 | $4,693+13.6% | $3,985+33.7% | $6,401-16.7% |
| Admin fee / account holder | $1,457 | $9,132-84.0% | $6,835-78.7% | $11,429-87.3% |