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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 | $68,558 | $133,981-48.8% | $112,249-38.9% | $134,532-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.75% | 47.16%-71.9pp | 27.48%-52.2pp | 418.27%-443.0pp |
| Employer contribution / active EE | $7,200 | $4,040+78.2% | $3,636+98.0% | $4,741+51.9% |
| Participant deferral / active EE | $8,597 | $5,292+62.5% | $4,729+81.8% | $6,401+34.3% |
| Admin fee / account holder | $1,210 | $7,492-83.8% | $6,412-81.1% | $11,429-89.4% |