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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 | $33,856 | $99,644-66.0% | $86,438-60.8% | $134,532-74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.15% | 6787.26%-6808.4pp | 4397.19%-4418.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $7,721 | $4,402+75.4% | $3,769+104.8% | $4,741+62.8% |
| Participant deferral / active EE | $8,629 | $7,247+19.1% | $6,952+24.1% | $6,401+34.8% |
| Admin fee / account holder | $303 | $8,375-96.4% | $6,733-95.5% | $11,429-97.3% |