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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 | $30,953 | $99,644-68.9% | $86,438-64.2% | $134,532-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.34% | 6787.26%-6809.6pp | 4397.19%-4419.5pp | 418.27%-440.6pp |
| Employer contribution / active EE | $6,909 | $4,402+57.0% | $3,769+83.3% | $4,741+45.7% |
| Participant deferral / active EE | $2,772 | $7,247-61.8% | $6,952-60.1% | $6,401-56.7% |
| Admin fee / account holder | $6,532 | $8,375-22.0% | $6,733-3.0% | $11,429-42.8% |