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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 | $30,799 | $82,674-62.7% | $125,363-75.4% | $68,495-55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.83% | -5.97%-14.9pp | 572.15%-593.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,815 | $3,382-16.8% | $4,815-41.5% | $2,596+8.4% |
| Participant deferral / active EE | $11,017 | $6,111+80.3% | $7,447+47.9% | $4,028+173.6% |
| Admin fee / account holder | $4,743 | $6,276-24.4% | $10,005-52.6% | $5,403-12.2% |