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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 | $19,526 | $95,979-79.7% | $74,551-73.8% | $135,380-85.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -18.85% | 56.97%-75.8pp | 32.53%-51.4pp | 519.81%-538.7pp |
| Employer contribution / active EE | $2,456 | $2,716-9.6% | $1,961+25.2% | $4,779-48.6% |
| Participant deferral / active EE | $8,486 | $3,844+120.8% | $3,108+173.0% | $5,609+51.3% |
| Admin fee / account holder | $307 | $6,522-95.3% | $5,059-93.9% | $10,828-97.2% |