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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 | $26,049 | $78,694-66.9% | $67,653-61.5% | $125,388-79.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -16.53% | 9.46%-26.0pp | 6625.22%-6641.7pp | 282.24%-298.8pp |
| Employer contribution / active EE | $1,519 | $3,044-50.1% | $2,266-33.0% | $4,866-68.8% |
| Participant deferral / active EE | $10,587 | $4,292+146.7% | $3,560+197.4% | $5,352+97.8% |
| Admin fee / account holder | $955 | $7,403-87.1% | $4,821-80.2% | $9,541-90.0% |