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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 | $166,242-76.6% | $165,071-76.4% | $145,884-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.69% | 100.44%-108.1pp | 70.17%-77.9pp | 551.85%-559.5pp |
| Employer contribution / active EE | $10,927 | $5,283+106.8% | $4,347+151.3% | $4,662+134.4% |
| Participant deferral / active EE | $4,058 | $6,964-41.7% | $6,035-32.8% | $6,690-39.3% |
| Admin fee / account holder | $4,714 | $16,658-71.7% | $12,695-62.9% | $13,392-64.8% |