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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 | $55,499 | $95,975-42.2% | $74,549-25.6% | $135,379-59.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.12% | 56.96%-69.1pp | 32.53%-44.7pp | 519.79%-531.9pp |
| Employer contribution / active EE | $6,268 | $2,716+130.8% | $1,961+219.6% | $4,779+31.2% |
| Participant deferral / active EE | $8,136 | $3,844+111.7% | $3,108+161.8% | $5,609+45.1% |
| Admin fee / account holder | $2,648 | $6,522-59.4% | $5,059-47.7% | $10,828-75.5% |