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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 | $25,714 | $133,998-80.8% | $112,263-77.1% | $134,545-80.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -25.85% | 47.17%-73.0pp | 27.49%-53.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $1,809 | $4,040-55.2% | $3,636-50.3% | $4,742-61.9% |
| Participant deferral / active EE | $9,441 | $5,292+78.4% | $4,729+99.6% | $6,401+47.5% |
| Admin fee / account holder | $680 | $7,493-90.9% | $6,410-89.4% | $11,431-94.1% |