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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 | $33,492 | $134,001-75.0% | $112,258-70.2% | $134,509-75.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.94% | 47.15%-73.1pp | 27.47%-53.4pp | 418.13%-444.1pp |
| Employer contribution / active EE | $2,370 | $4,039-41.3% | $3,636-34.8% | $4,741-50.0% |
| Participant deferral / active EE | $5,477 | $5,291+3.5% | $4,728+15.8% | $6,400-14.4% |
| Admin fee / account holder | $339 | $7,491-95.5% | $6,411-94.7% | $11,427-97.0% |