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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 | $31,263 | $87,016-64.1% | $63,244-50.6% | $125,389-75.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -10.20% | 21.71%-31.9pp | -70.31%+60.1pp | 282.24%-292.4pp |
| Employer contribution / active EE | $1,523 | $3,601-57.7% | $2,322-34.4% | $4,866-68.7% |
| Participant deferral / active EE | $9,404 | $3,939+138.7% | $2,953+218.4% | $5,352+75.7% |
| Admin fee / account holder | $339 | $11,954-97.2% | $5,893-94.3% | $9,541-96.5% |