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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 | $13,443 | $95,915-86.0% | $79,580-83.1% | $134,532-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.36% | -2.71%-18.6pp | 0.15%-21.5pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,435 | $3,129-54.1% | $2,413-40.5% | $4,741-69.7% |
| Participant deferral / active EE | $7,565 | $4,693+61.2% | $3,985+89.8% | $6,401+18.2% |
| Admin fee / account holder | $413 | $9,132-95.5% | $6,835-94.0% | $11,429-96.4% |