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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 | $105,239 | $197,819-46.8% | $155,789-32.4% | $125,389-16.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -8.24% | 86.73%-95.0pp | 71.54%-79.8pp | 282.24%-290.5pp |
| Employer contribution / active EE | $6,182 | $4,850+27.5% | $3,839+61.0% | $4,866+27.0% |
| Participant deferral / active EE | $1,362 | $5,631-75.8% | $4,798-71.6% | $5,352-74.5% |
| Admin fee / account holder | $7,187 | $9,544-24.7% | $7,477-3.9% | $9,541-24.7% |