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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 | $55,880 | $100,805-44.6% | $86,698-35.5% | $134,532-58.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.20% | 29.09%-53.3pp | 35.95%-60.1pp | 418.27%-442.5pp |
| Employer contribution / active EE | $2,475 | $3,490-29.1% | $2,837-12.7% | $4,741-47.8% |
| Participant deferral / active EE | $12,659 | $5,339+137.1% | $4,656+171.9% | $6,401+97.8% |
| Admin fee / account holder | $956 | $10,925-91.2% | $7,493-87.2% | $11,429-91.6% |