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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 | $27,401 | $152,591-82.0% | $117,529-76.7% | $134,545-79.6% |
| Participation rate | 94.1% | 77.1%+17.0pp | 70.6%+23.5pp | 81.2%+12.9pp |
| Annual return | -27.27% | 53.04%-80.3pp | 29.77%-57.0pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,604 | $5,576-71.2% | $4,179-61.6% | $4,742-66.2% |
| Participant deferral / active EE | $4,582 | $4,821-5.0% | $4,072+12.5% | $6,401-28.4% |
| Admin fee / account holder | $622 | $7,004-91.1% | $5,645-89.0% | $11,431-94.6% |