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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 | $37,724 | $92,219-59.1% | $76,768-50.9% | $135,379-72.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -10.39% | 5.46%-15.8pp | 2.43%-12.8pp | 519.79%-530.2pp |
| Employer contribution / active EE | $3,001 | $3,216-6.7% | $2,485+20.7% | $4,779-37.2% |
| Participant deferral / active EE | $7,064 | $4,508+56.7% | $3,852+83.4% | $5,609+25.9% |
| Admin fee / account holder | $336 | $10,749-96.9% | $6,675-95.0% | $10,828-96.9% |