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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 | $203,989 | $59,116+245.1% | $86,438+136.0% | $68,486+197.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -26.20% | -0.23%-26.0pp | 4397.19%-4423.4pp | -7.85%-18.3pp |
| Employer contribution / active EE | $3,270 | $2,519+29.8% | $3,769-13.2% | $2,597+25.9% |
| Participant deferral / active EE | $8,848 | $5,902+49.9% | $6,952+27.3% | $4,028+119.7% |
| Admin fee / account holder | $28,577 | $5,639+406.8% | $6,733+324.4% | $5,404+428.8% |