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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 | $31,723 | $87,544-63.8% | $75,784-58.1% | $125,388-74.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.49% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,585 | $3,930-59.7% | $3,323-52.3% | $4,866-67.4% |
| Participant deferral / active EE | $9,513 | $4,229+124.9% | $3,652+160.5% | $5,352+77.8% |
| Admin fee / account holder | $847 | $6,502-87.0% | $5,300-84.0% | $9,541-91.1% |