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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 | $23,089 | $133,998-82.8% | $112,263-79.4% | $134,545-82.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.95% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,453 | $4,040-39.3% | $3,636-32.5% | $4,742-48.3% |
| Participant deferral / active EE | $4,297 | $5,292-18.8% | $4,729-9.1% | $6,401-32.9% |
| Admin fee / account holder | $572 | $7,493-92.4% | $6,410-91.1% | $11,431-95.0% |