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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 | $13,746 | $109,908-87.5% | $97,161-85.9% | $145,978-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -4.83% | 243.80%-248.6pp | 75.36%-80.2pp | 550.52%-555.3pp |
| Employer contribution / active EE | $1,518 | $3,077-50.7% | $2,723-44.2% | $4,662-67.4% |
| Participant deferral / active EE | $10,455 | $4,679+123.5% | $4,265+145.1% | $6,690+56.3% |
| Admin fee / account holder | $1,932 | $6,213-68.9% | $5,647-65.8% | $13,400-85.6% |