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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 | $22,602 | $82,674-72.7% | $125,381-82.0% | $68,486-67.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,825 | $3,382-46.0% | $4,815-62.1% | $2,597-29.7% |
| Participant deferral / active EE | $2,845 | $6,111-53.4% | $7,448-61.8% | $4,028-29.4% |
| Admin fee / account holder | $1,724 | $6,277-72.5% | $10,007-82.8% | $5,404-68.1% |