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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 | $11,437 | $152,542-92.5% | $117,498-90.3% | $134,509-91.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.34% | 53.02%-76.4pp | 29.75%-53.1pp | 418.13%-441.5pp |
| Employer contribution / active EE | $5,278 | $5,574-5.3% | $4,178+26.3% | $4,741+11.3% |
| Participant deferral / active EE | $6,598 | $4,819+36.9% | $4,071+62.1% | $6,400+3.1% |
| Admin fee / account holder | $1,452 | $7,006-79.3% | $5,646-74.3% | $11,427-87.3% |