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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 | $11,681 | $82,314-85.8% | $68,808-83.0% | $134,532-91.3% |
| Participation rate | 73.7% | 75.1%-1.4pp | 69.0%+4.7pp | 81.2%-7.5pp |
| Annual return | -22.29% | -2.18%-20.1pp | -6.37%-15.9pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,879 | $3,301-43.1% | $2,656-29.2% | $4,741-60.4% |
| Participant deferral / active EE | $3,459 | $4,740-27.0% | $3,942-12.2% | $6,401-46.0% |
| Admin fee / account holder | $876 | $6,484-86.5% | $4,936-82.3% | $11,429-92.3% |