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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 | $95,915+14.0% | $79,580+37.3% | $134,532-18.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.19% | -2.71%-21.5pp | 0.15%-24.3pp | 418.27%-442.5pp |
| Employer contribution / active EE | $24,000 | $3,129+667.1% | $2,413+894.4% | $4,741+406.2% |
| Participant deferral / active EE | $13,500 | $4,693+187.6% | $3,985+238.7% | $6,401+110.9% |
| Admin fee / account holder | $3,586 | $9,132-60.7% | $6,835-47.5% | $11,429-68.6% |