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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 | $46,722 | $129,960-64.0% | $104,299-55.2% | $134,545-65.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.80% | 42.06%-66.9pp | 24.62%-49.4pp | 418.37%-443.2pp |
| Employer contribution / active EE | $11,683 | $4,186+179.1% | $3,373+246.4% | $4,742+146.4% |
| Participant deferral / active EE | $11,805 | $5,589+111.2% | $4,626+155.2% | $6,401+84.4% |
| Admin fee / account holder | $663 | $9,324-92.9% | $7,339-91.0% | $11,431-94.2% |