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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 | $80,563 | $152,542-47.2% | $117,498-31.4% | $134,509-40.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -27.86% | 53.02%-80.9pp | 29.75%-57.6pp | 418.13%-446.0pp |
| Employer contribution / active EE | $3,210 | $5,574-42.4% | $4,178-23.2% | $4,741-32.3% |
| Participant deferral / active EE | $14,868 | $4,819+208.5% | $4,071+265.2% | $6,400+132.3% |
| Admin fee / account holder | $1,009 | $7,006-85.6% | $5,646-82.1% | $11,427-91.2% |