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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 | $130,347 | $133,981-2.7% | $112,249+16.1% | $134,532-3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.32% | 47.16%-70.5pp | 27.48%-50.8pp | 418.27%-441.6pp |
| Employer contribution / active EE | $14,250 | $4,040+252.7% | $3,636+291.9% | $4,741+200.6% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $1,229 | $7,492-83.6% | $6,412-80.8% | $11,429-89.2% |