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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 | $109,186 | $59,111+84.7% | $86,451+26.3% | $68,490+59.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.31% | -0.22%-23.1pp | 4398.51%-4421.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $7,658 | $2,519+204.0% | $3,770+103.1% | $2,597+194.9% |
| Participant deferral / active EE | $9,672 | $5,900+63.9% | $6,953+39.1% | $4,028+140.1% |
| Admin fee / account holder | $2,489 | $5,640-55.9% | $6,734-63.0% | $5,403-53.9% |