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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 | $23,961 | $93,098-74.3% | $77,081-68.9% | $134,509-82.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.67% | 62.63%-86.3pp | 42.33%-66.0pp | 418.13%-441.8pp |
| Employer contribution / active EE | $7,301 | $3,419+113.5% | $2,813+159.5% | $4,741+54.0% |
| Participant deferral / active EE | $10,042 | $5,239+91.7% | $4,428+126.8% | $6,400+56.9% |
| Admin fee / account holder | $1,412 | $6,945-79.7% | $5,427-74.0% | $11,427-87.6% |