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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 | $68,105 | $92,743-26.6% | $82,744-17.7% | $134,532-49.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.28% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $9,656 | $3,273+195.0% | $3,008+221.0% | $4,741+103.7% |
| Participant deferral / active EE | $12,532 | $4,802+161.0% | $4,395+185.2% | $6,401+95.8% |
| Admin fee / account holder | $1,434 | $5,977-76.0% | $5,325-73.1% | $11,429-87.5% |