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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 | $83,604 | $111,535-25.0% | $105,223-20.5% | $137,256-39.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -16.01% | 237.85%-253.9pp | 180.65%-196.7pp | 220.34%-236.4pp |
| Employer contribution / active EE | $10,945 | $3,939+177.8% | $3,689+196.7% | $4,156+163.3% |
| Participant deferral / active EE | $11,750 | $5,500+113.6% | $5,072+131.7% | $6,407+83.4% |
| Admin fee / account holder | $3,932 | $9,721-59.6% | $8,859-55.6% | $12,270-68.0% |