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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 | $97,923 | $134,001-26.9% | $112,258-12.8% | $134,509-27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.35% | 47.15%-68.5pp | 27.47%-48.8pp | 418.13%-439.5pp |
| Employer contribution / active EE | $8,369 | $4,039+107.2% | $3,636+130.2% | $4,741+76.5% |
| Participant deferral / active EE | $6,006 | $5,291+13.5% | $4,728+27.0% | $6,400-6.2% |
| Admin fee / account holder | $18,368 | $7,491+145.2% | $6,411+186.5% | $11,427+60.7% |