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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 | $67,352-78.1% | $60,899-75.8% | $134,509-89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.00% | 49.99%-75.0pp | 16.92%-41.9pp | 418.13%-443.1pp |
| Employer contribution / active EE | $5,705 | $3,098+84.2% | $2,702+111.1% | $4,741+20.3% |
| Participant deferral / active EE | $5,065 | $4,539+11.6% | $3,817+32.7% | $6,400-20.9% |
| Admin fee / account holder | $398 | $4,585-91.3% | $3,225-87.6% | $11,427-96.5% |