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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 | $79,432 | $67,396+17.9% | $60,919+30.4% | $134,545-41.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.80% | 50.12%-72.9pp | 16.96%-39.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $9,282 | $3,101+199.3% | $2,704+243.3% | $4,742+95.8% |
| Participant deferral / active EE | $2,677 | $4,534-41.0% | $3,814-29.8% | $6,401-58.2% |
| Admin fee / account holder | $372 | $4,590-91.9% | $3,228-88.5% | $11,431-96.7% |