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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 | $111,002 | $88,702+25.1% | $81,780+35.7% | $145,978-24.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -35.78% | 1029.12%-1064.9pp | 776.27%-812.0pp | 550.52%-586.3pp |
| Employer contribution / active EE | $2,483 | $3,084-19.5% | $2,914-14.8% | $4,662-46.7% |
| Participant deferral / active EE | $6,386 | $4,645+37.5% | $4,321+47.8% | $6,690-4.5% |
| Admin fee / account holder | $45,451 | $8,414+440.2% | $7,384+515.5% | $13,400+239.2% |