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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 | $39,471 | $152,542-74.1% | $117,498-66.4% | $134,509-70.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.65% | 53.02%-73.7pp | 29.75%-50.4pp | 418.13%-438.8pp |
| Employer contribution / active EE | $7,110 | $5,574+27.5% | $4,178+70.2% | $4,741+50.0% |
| Participant deferral / active EE | $8,974 | $4,819+86.2% | $4,071+120.4% | $6,400+40.2% |
| Admin fee / account holder | $614 | $7,006-91.2% | $5,646-89.1% | $11,427-94.6% |