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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 | $10,482 | $82,288-87.3% | $68,794-84.8% | $134,509-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.04% | -2.19%-21.9pp | -6.37%-17.7pp | 418.13%-442.2pp |
| Employer contribution / active EE | $642 | $3,301-80.5% | $2,656-75.8% | $4,741-86.5% |
| Participant deferral / active EE | $2,569 | $4,738-45.8% | $3,941-34.8% | $6,400-59.9% |
| Admin fee / account holder | $342 | $6,482-94.7% | $4,934-93.1% | $11,427-97.0% |