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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 | $48,085 | $133,981-64.1% | $112,249-57.2% | $134,532-64.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.97% | 47.16%-69.1pp | 27.48%-49.5pp | 418.27%-440.2pp |
| Employer contribution / active EE | $2,063 | $4,040-48.9% | $3,636-43.3% | $4,741-56.5% |
| Participant deferral / active EE | $5,415 | $5,292+2.3% | $4,729+14.5% | $6,401-15.4% |
| Admin fee / account holder | $1,463 | $7,492-80.5% | $6,412-77.2% | $11,429-87.2% |