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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 | $21,298 | $100,805-78.9% | $86,698-75.4% | $134,532-84.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.86% | 29.09%-50.9pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $5,967 | $3,490+71.0% | $2,837+110.3% | $4,741+25.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,237 | $10,925-88.7% | $7,493-83.5% | $11,429-89.2% |