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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 | $70,558 | $150,207-53.0% | $120,380-41.4% | $145,978-51.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -11.17% | 154.28%-165.4pp | 107.28%-118.4pp | 550.52%-561.7pp |
| Employer contribution / active EE | $8,840 | $4,351+103.2% | $3,465+155.1% | $4,662+89.6% |
| Participant deferral / active EE | $21,667 | $6,175+250.9% | $4,992+334.0% | $6,690+223.9% |
| Admin fee / account holder | $720 | $12,203-94.1% | $9,421-92.4% | $13,400-94.6% |