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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 | $95,353 | $134,001-28.8% | $112,258-15.1% | $134,509-29.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.58% | 47.15%-79.7pp | 27.47%-60.1pp | 418.13%-450.7pp |
| Employer contribution / active EE | $3,614 | $4,039-10.5% | $3,636-0.6% | $4,741-23.8% |
| Participant deferral / active EE | $5,247 | $5,291-0.8% | $4,728+11.0% | $6,400-18.0% |
| Admin fee / account holder | $674 | $7,491-91.0% | $6,411-89.5% | $11,427-94.1% |