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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 | $10,165 | $93,124-89.1% | $77,100-86.8% | $134,545-92.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.63% | 62.68%-85.3pp | 42.35%-65.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $2,797 | $3,421-18.3% | $2,815-0.6% | $4,742-41.0% |
| Participant deferral / active EE | $3,603 | $5,242-31.3% | $4,430-18.7% | $6,401-43.7% |
| Admin fee / account holder | $1,140 | $6,970-83.6% | $5,443-79.1% | $11,431-90.0% |