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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 | $19,253 | $133,998-85.6% | $112,263-82.9% | $134,545-85.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -23.14% | 47.17%-70.3pp | 27.49%-50.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,629 | $4,040-59.7% | $3,636-55.2% | $4,742-65.6% |
| Participant deferral / active EE | $3,002 | $5,292-43.3% | $4,729-36.5% | $6,401-53.1% |
| Admin fee / account holder | $753 | $7,493-90.0% | $6,410-88.3% | $11,431-93.4% |