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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 | $24,837 | $127,296-80.5% | $109,907-77.4% | $167,536-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -100.00% | 22.97%-123.0pp | 29.46%-129.5pp | 478.82%-578.8pp |
| Employer contribution / active EE | $17,240 | $3,325+418.5% | $2,844+506.2% | $4,839+256.3% |
| Participant deferral / active EE | $7,597 | $4,513+68.3% | $4,047+87.7% | $6,342+19.8% |
| Admin fee / account holder | $2,703 | $7,119-62.0% | $6,069-55.5% | $12,315-78.1% |