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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 | $49,868 | $93,117-46.4% | $77,096-35.3% | $134,532-62.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.90% | 62.67%-84.6pp | 42.35%-64.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $3,496 | $3,420+2.2% | $2,814+24.2% | $4,741-26.3% |
| Participant deferral / active EE | $13,526 | $5,241+158.1% | $4,429+205.4% | $6,401+111.3% |
| Admin fee / account holder | $804 | $6,948-88.4% | $5,428-85.2% | $11,429-93.0% |