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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 | $97,284 | $82,678+17.7% | $125,391-22.4% | $68,490+42.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.24% | -5.97%-14.3pp | 572.41%-592.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $7,424 | $3,382+119.5% | $4,816+54.2% | $2,597+185.9% |
| Participant deferral / active EE | $16,486 | $6,111+169.8% | $7,448+121.3% | $4,028+309.3% |
| Admin fee / account holder | $7,719 | $6,277+23.0% | $10,009-22.9% | $5,403+42.9% |