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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 | $27,763 | $133,998-79.3% | $112,263-75.3% | $134,545-79.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.93% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,650 | $4,040-34.4% | $3,636-27.1% | $4,742-44.1% |
| Participant deferral / active EE | $3,650 | $5,292-31.0% | $4,729-22.8% | $6,401-43.0% |
| Admin fee / account holder | $637 | $7,493-91.5% | $6,410-90.1% | $11,431-94.4% |