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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 | $51,353 | $109,372-53.0% | $89,414-42.6% | $158,966-67.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -20.30% | 345.55%-365.9pp | 245.50%-265.8pp | 302.95%-323.2pp |
| Employer contribution / active EE | $7,306 | $3,171+130.4% | $2,586+182.5% | $4,762+53.4% |
| Participant deferral / active EE | $9,750 | $4,598+112.0% | $3,890+150.7% | $5,983+63.0% |
| Admin fee / account holder | $781 | $6,156-87.3% | $4,883-84.0% | $11,250-93.1% |