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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 | $26,648 | $142,361-81.3% | $119,608-77.7% | $134,509-80.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.64% | -12.46%-15.2pp | -14.98%-12.7pp | 418.13%-445.8pp |
| Employer contribution / active EE | $10,787 | $5,224+106.5% | $4,232+154.9% | $4,741+127.6% |
| Participant deferral / active EE | $7,390 | $6,468+14.2% | $5,601+31.9% | $6,400+15.5% |
| Admin fee / account holder | $469 | $13,588-96.5% | $10,326-95.5% | $11,427-95.9% |