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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 | $103,718 | $93,124+11.4% | $77,100+34.5% | $134,545-22.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -41.13% | 62.68%-103.8pp | 42.35%-83.5pp | 418.37%-459.5pp |
| Employer contribution / active EE | $31,205 | $3,421+812.1% | $2,815+1008.6% | $4,742+558.1% |
| Participant deferral / active EE | $15,500 | $5,242+195.7% | $4,430+249.9% | $6,401+142.1% |
| Admin fee / account holder | $2,361 | $6,970-66.1% | $5,443-56.6% | $11,431-79.3% |