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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 | $56,200 | $91,911-38.9% | $68,612-18.1% | $135,379-58.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -14.05% | -8.22%-5.8pp | -4.63%-9.4pp | 519.79%-533.8pp |
| Employer contribution / active EE | $1,222 | $3,924-68.9% | $2,625-53.4% | $4,779-74.4% |
| Participant deferral / active EE | $7,996 | $4,315+85.3% | $3,311+141.5% | $5,609+42.6% |
| Admin fee / account holder | $498 | $9,240-94.6% | $5,131-90.3% | $10,828-95.4% |