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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 | $23,208 | $124,346-81.3% | $111,308-79.1% | $167,536-86.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -16.20% | 37.45%-53.6pp | 54.67%-70.9pp | 478.82%-495.0pp |
| Employer contribution / active EE | $1,931 | $3,437-43.8% | $2,732-29.3% | $4,839-60.1% |
| Participant deferral / active EE | $3,010 | $5,182-41.9% | $4,487-32.9% | $6,342-52.5% |
| Admin fee / account holder | $15,160 | $10,621+42.7% | $7,965+90.3% | $12,315+23.1% |