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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 | $72,471 | $133,981-45.9% | $112,249-35.4% | $134,532-46.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.81% | 47.16%-70.0pp | 27.48%-50.3pp | 418.27%-441.1pp |
| Employer contribution / active EE | $7,560 | $4,040+87.1% | $3,636+107.9% | $4,741+59.5% |
| Participant deferral / active EE | $14,550 | $5,292+174.9% | $4,729+207.7% | $6,401+127.3% |
| Admin fee / account holder | $12,543 | $7,492+67.4% | $6,412+95.6% | $11,429+9.7% |