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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 | $37,131 | $152,597-75.7% | $117,533-68.4% | $134,532-72.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.17% | 53.04%-76.2pp | 29.77%-52.9pp | 418.27%-441.4pp |
| Employer contribution / active EE | $710 | $5,576-87.3% | $4,179-83.0% | $4,741-85.0% |
| Participant deferral / active EE | $828 | $4,821-82.8% | $4,072-79.7% | $6,401-87.1% |
| Admin fee / account holder | $487 | $7,007-93.1% | $5,647-91.4% | $11,429-95.7% |