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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 | $14,751 | $67,372-78.1% | $60,906-75.8% | $134,532-89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.00% | 50.05%-75.0pp | 16.94%-41.9pp | 418.27%-443.3pp |
| Employer contribution / active EE | $5,705 | $3,099+84.1% | $2,703+111.0% | $4,741+20.3% |
| Participant deferral / active EE | $5,065 | $4,532+11.8% | $3,814+32.8% | $6,401-20.9% |
| Admin fee / account holder | $398 | $4,588-91.3% | $3,227-87.7% | $11,429-96.5% |