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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 | $30,741 | $100,811-69.5% | $86,698-64.5% | $134,545-77.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -25.05% | 29.11%-54.2pp | 35.96%-61.0pp | 418.37%-443.4pp |
| Employer contribution / active EE | $19,609 | $3,490+461.8% | $2,837+591.2% | $4,742+313.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,962 | $10,926-54.6% | $7,492-33.8% | $11,431-56.6% |