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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 | $38,961 | $166,089-76.5% | $164,928-76.4% | $145,978-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.69% | 100.26%-108.0pp | 70.08%-77.8pp | 550.52%-558.2pp |
| Employer contribution / active EE | $10,927 | $5,276+107.1% | $4,343+151.6% | $4,662+134.4% |
| Participant deferral / active EE | $4,058 | $6,961-41.7% | $6,034-32.7% | $6,690-39.3% |
| Admin fee / account holder | $4,714 | $16,641-71.7% | $12,684-62.8% | $13,400-64.8% |