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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 | $152,597-47.2% | $117,533-31.5% | $134,532-40.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -27.86% | 53.04%-80.9pp | 29.77%-57.6pp | 418.27%-446.1pp |
| Employer contribution / active EE | $3,210 | $5,576-42.4% | $4,179-23.2% | $4,741-32.3% |
| Participant deferral / active EE | $14,868 | $4,821+208.4% | $4,072+265.1% | $6,401+132.3% |
| Admin fee / account holder | $1,009 | $7,007-85.6% | $5,647-82.1% | $11,429-91.2% |