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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 | $108,076 | $67,372+60.4% | $60,906+77.4% | $134,532-19.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -31.36% | 50.05%-81.4pp | 16.94%-48.3pp | 418.27%-449.6pp |
| Employer contribution / active EE | $14,988 | $3,099+383.6% | $2,703+454.5% | $4,741+216.1% |
| Participant deferral / active EE | $14,988 | $4,532+230.7% | $3,814+293.0% | $6,401+134.1% |
| Admin fee / account holder | $4,907 | $4,588+6.9% | $3,227+52.0% | $11,429-57.1% |