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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 | $95,184 | $95,915-0.8% | $79,580+19.6% | $134,532-29.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.72% | -2.71%-22.0pp | 0.15%-24.9pp | 418.27%-443.0pp |
| Employer contribution / active EE | $3,693 | $3,129+18.0% | $2,413+53.0% | $4,741-22.1% |
| Participant deferral / active EE | $9,043 | $4,693+92.7% | $3,985+126.9% | $6,401+41.3% |
| Admin fee / account holder | $760 | $9,132-91.7% | $6,835-88.9% | $11,429-93.4% |