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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 | $13,477 | $95,915-85.9% | $79,580-83.1% | $134,532-90.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -27.77% | -2.71%-25.1pp | 0.15%-27.9pp | 418.27%-446.0pp |
| Employer contribution / active EE | $2,911 | $3,129-7.0% | $2,413+20.6% | $4,741-38.6% |
| Participant deferral / active EE | $6,181 | $4,693+31.7% | $3,985+55.1% | $6,401-3.4% |
| Admin fee / account holder | $472 | $9,132-94.8% | $6,835-93.1% | $11,429-95.9% |