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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 | $54,249 | $190,879-71.6% | $160,009-66.1% | $134,532-59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.71% | 552.63%-578.3pp | 408.85%-434.6pp | 418.27%-444.0pp |
| Employer contribution / active EE | $5,282 | $4,995+5.7% | $4,225+25.0% | $4,741+11.4% |
| Participant deferral / active EE | $14,596 | $6,924+110.8% | $6,183+136.1% | $6,401+128.0% |
| Admin fee / account holder | $394 | $10,495-96.2% | $8,715-95.5% | $11,429-96.6% |