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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 | $72,255 | $82,314-12.2% | $68,808+5.0% | $134,532-46.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.27% | -2.18%-21.1pp | -6.37%-16.9pp | 418.27%-441.5pp |
| Employer contribution / active EE | $10,897 | $3,301+230.1% | $2,656+310.3% | $4,741+129.8% |
| Participant deferral / active EE | $3,270 | $4,740-31.0% | $3,942-17.0% | $6,401-48.9% |
| Admin fee / account holder | $13,168 | $6,484+103.1% | $4,936+166.8% | $11,429+15.2% |