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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 | $30,479 | $112,933-73.0% | $90,970-66.5% | $158,982-80.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -24.32% | 215.82%-240.1pp | 134.60%-158.9pp | 302.99%-327.3pp |
| Employer contribution / active EE | $2,398 | $2,893-17.1% | $2,122+13.0% | $4,763-49.7% |
| Participant deferral / active EE | $15,167 | $4,128+267.4% | $3,373+349.7% | $5,983+153.5% |
| Admin fee / account holder | $5,296 | $8,047-34.2% | $5,961-11.2% | $11,252-52.9% |