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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 | $32,547 | $133,981-75.7% | $112,249-71.0% | $134,532-75.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.42% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $2,455 | $4,040-39.2% | $3,636-32.5% | $4,741-48.2% |
| Participant deferral / active EE | $6,553 | $5,292+23.8% | $4,729+38.6% | $6,401+2.4% |
| Admin fee / account holder | $333 | $7,492-95.6% | $6,412-94.8% | $11,429-97.1% |