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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 | $37,551 | $105,861-64.5% | $90,756-58.6% | $134,509-72.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.52% | -10.99%-9.5pp | -12.16%-8.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,972 | $3,463-43.1% | $2,922-32.5% | $4,741-58.4% |
| Participant deferral / active EE | $5,728 | $5,217+9.8% | $4,565+25.5% | $6,400-10.5% |
| Admin fee / account holder | $684 | $13,938-95.1% | $8,445-91.9% | $11,427-94.0% |