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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 | $50,658 | $227,597-77.7% | $189,575-73.3% | $167,536-69.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -21.43% | 78.44%-99.9pp | 64.19%-85.6pp | 478.82%-500.2pp |
| Employer contribution / active EE | $4,539 | $5,316-14.6% | $4,412+2.9% | $4,839-6.2% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.2% | $6,342+309.9% |
| Admin fee / account holder | $4,309 | $11,877-63.7% | $9,806-56.1% | $12,315-65.0% |