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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 | $13,982 | $93,098-85.0% | $77,081-81.9% | $134,509-89.6% |
| Participation rate | 95.5% | 74.5%+21.0pp | 67.9%+27.5pp | 81.2%+14.2pp |
| Annual return | -21.98% | 62.63%-84.6pp | 42.33%-64.3pp | 418.13%-440.1pp |
| Employer contribution / active EE | $4,484 | $3,419+31.1% | $2,813+59.4% | $4,741-5.4% |
| Participant deferral / active EE | $7,892 | $5,239+50.6% | $4,428+78.2% | $6,400+23.3% |
| Admin fee / account holder | $1,028 | $6,945-85.2% | $5,427-81.1% | $11,427-91.0% |