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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 | $109,300 | $95,895+14.0% | $79,576+37.4% | $134,509-18.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.19% | -2.72%-21.5pp | 0.15%-24.3pp | 418.13%-442.3pp |
| Employer contribution / active EE | $24,000 | $3,128+667.2% | $2,413+894.6% | $4,741+406.3% |
| Participant deferral / active EE | $13,500 | $4,693+187.7% | $3,985+238.7% | $6,400+110.9% |
| Admin fee / account holder | $3,586 | $9,129-60.7% | $6,834-47.5% | $11,427-68.6% |