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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 | $25,450 | $60,813-58.2% | - | $134,532-81.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -24.54% | -10.69%-13.9pp | - | 418.27%-442.8pp |
| Employer contribution / active EE | $7,047 | $2,735+157.7% | - | $4,741+48.6% |
| Participant deferral / active EE | $18,667 | $4,132+351.8% | - | $6,401+191.6% |
| Admin fee / account holder | $6,298 | $4,065+54.9% | - | $11,429-44.9% |