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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 | $95,936-85.5% | $79,591-82.5% | $134,554-89.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -32.63% | -2.67%-30.0pp | 0.18%-32.8pp | 418.46%-451.1pp |
| Employer contribution / active EE | $2,971 | $3,129-5.0% | $2,413+23.1% | $4,742-37.3% |
| Participant deferral / active EE | $5,330 | $4,694+13.6% | $3,986+33.7% | $6,401-16.7% |
| Admin fee / account holder | $1,457 | $9,098-84.0% | $6,815-78.6% | $11,430-87.3% |