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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 | $28,543 | $211,946-86.5% | $169,452-83.2% | $135,379-78.9% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -13.08% | 3.26%-16.3pp | 1.83%-14.9pp | 519.79%-532.9pp |
| Employer contribution / active EE | $1,667 | $5,117-67.4% | $4,157-59.9% | $4,779-65.1% |
| Participant deferral / active EE | $3,575 | $6,075-41.2% | $5,277-32.3% | $5,609-36.3% |
| Admin fee / account holder | $1,063 | $11,472-90.7% | $9,110-88.3% | $10,828-90.2% |