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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 | $22,709 | $105,867-78.5% | $90,760-75.0% | $134,532-83.1% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -23.57% | -10.99%-12.6pp | -12.16%-11.4pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,283 | $3,464-34.1% | $2,922-21.9% | $4,741-51.9% |
| Participant deferral / active EE | $2,548 | $5,217-51.2% | $4,565-44.2% | $6,401-60.2% |
| Admin fee / account holder | $2,305 | $13,936-83.5% | $8,444-72.7% | $11,429-79.8% |