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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 | $19,859 | $92,219-78.5% | $76,766-74.1% | $135,382-85.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | 5.46%-14.5pp | 2.43%-11.5pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,500 | $3,216-53.3% | $2,485-39.6% | $4,779-68.6% |
| Participant deferral / active EE | $7,582 | $4,508+68.2% | $3,851+96.9% | $5,609+35.2% |
| Admin fee / account holder | $1,021 | $10,749-90.5% | $6,675-84.7% | $10,829-90.6% |