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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 | $8,264 | $82,324-90.0% | $68,803-88.0% | $134,545-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.82% | -2.17%-18.6pp | -6.37%-14.4pp | 418.37%-439.2pp |
| Employer contribution / active EE | $6,472 | $3,302+96.0% | $2,656+143.7% | $4,742+36.5% |
| Participant deferral / active EE | $3,416 | $4,740-27.9% | $3,942-13.3% | $6,401-46.6% |
| Admin fee / account holder | $405 | $6,485-93.8% | $4,936-91.8% | $11,431-96.5% |