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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 | $69,728 | $167,522-58.4% | $151,639-54.0% | $134,532-48.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -62.31% | 7.81%-70.1pp | 3.34%-65.6pp | 418.27%-480.6pp |
| Employer contribution / active EE | $17,500 | $6,828+156.3% | $6,165+183.9% | $4,741+269.1% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,401+321.8% |
| Admin fee / account holder | $1,416 | $13,780-89.7% | $11,613-87.8% | $11,429-87.6% |