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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 | $59,489 | $129,959-54.2% | $104,301-43.0% | $134,532-55.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.35% | 42.04%-63.4pp | 24.61%-46.0pp | 418.27%-439.6pp |
| Employer contribution / active EE | $8,350 | $4,185+99.5% | $3,373+147.6% | $4,741+76.1% |
| Participant deferral / active EE | $8,350 | $5,589+49.4% | $4,626+80.5% | $6,401+30.4% |
| Admin fee / account holder | $6,672 | $9,325-28.4% | $7,340-9.1% | $11,429-41.6% |