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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 | $20,920 | $112,933-81.5% | $90,970-77.0% | $158,982-86.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -0.52% | 215.82%-216.3pp | 134.60%-135.1pp | 302.99%-303.5pp |
| Employer contribution / active EE | $750 | $2,893-74.1% | $2,122-64.7% | $4,763-84.3% |
| Participant deferral / active EE | $1,371 | $4,128-66.8% | $3,373-59.4% | $5,983-77.1% |
| Admin fee / account holder | $17,509 | $8,047+117.6% | $5,961+193.7% | $11,252+55.6% |