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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 | $42,553 | $82,678-48.5% | $125,391-66.1% | $68,490-37.9% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -21.87% | -5.97%-15.9pp | 572.41%-594.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,000 | $3,382-40.9% | $4,816-58.5% | $2,597-23.0% |
| Participant deferral / active EE | $4,514 | $6,111-26.1% | $7,448-39.4% | $4,028+12.1% |
| Admin fee / account holder | $13,032 | $6,277+107.6% | $10,009+30.2% | $5,403+141.2% |