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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 | $104,106 | $168,636-38.3% | $147,618-29.5% | $125,388-17.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.03% | 77.65%-86.7pp | 61.98%-71.0pp | 282.24%-291.3pp |
| Employer contribution / active EE | $1,654 | $6,252-73.6% | $5,565-70.3% | $4,866-66.0% |
| Participant deferral / active EE | $10,100 | $5,507+83.4% | $4,895+106.3% | $5,352+88.7% |
| Admin fee / account holder | $1,001 | $13,580-92.6% | $11,612-91.4% | $9,541-89.5% |