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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 | $14,688 | $133,998-89.0% | $112,263-86.9% | $134,545-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -38.92% | 47.17%-86.1pp | 27.49%-66.4pp | 418.37%-457.3pp |
| Employer contribution / active EE | $2,908 | $4,040-28.0% | $3,636-20.0% | $4,742-38.7% |
| Participant deferral / active EE | $8,673 | $5,292+63.9% | $4,729+83.4% | $6,401+35.5% |
| Admin fee / account holder | $2,741 | $7,493-63.4% | $6,410-57.2% | $11,431-76.0% |