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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 | $29,035 | $190,879-84.8% | $160,009-81.9% | $134,532-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.34% | 552.63%-578.0pp | 408.85%-434.2pp | 418.27%-443.6pp |
| Employer contribution / active EE | $4,460 | $4,995-10.7% | $4,225+5.6% | $4,741-5.9% |
| Participant deferral / active EE | $14,251 | $6,924+105.8% | $6,183+130.5% | $6,401+122.6% |
| Admin fee / account holder | $409 | $10,495-96.1% | $8,715-95.3% | $11,429-96.4% |