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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 | $17,140 | $190,916-91.0% | $160,037-89.3% | $134,545-87.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.88% | 552.79%-576.7pp | 408.95%-432.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $4,594 | $4,996-8.0% | $4,226+8.7% | $4,742-3.1% |
| Participant deferral / active EE | $4,676 | $6,925-32.5% | $6,184-24.4% | $6,401-27.0% |
| Admin fee / account holder | $356 | $10,497-96.6% | $8,716-95.9% | $11,431-96.9% |