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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 | $84,316 | $100,262-15.9% | $81,370+3.6% | $145,897-42.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -11.03% | 34.52%-45.5pp | 24.85%-35.9pp | 552.29%-563.3pp |
| Employer contribution / active EE | $3,345 | $2,979+12.3% | $2,464+35.7% | $4,663-28.3% |
| Participant deferral / active EE | $17,538 | $4,612+280.2% | $3,885+351.4% | $6,689+162.2% |
| Admin fee / account holder | $12,600 | $8,163+54.4% | $5,749+119.2% | $13,390-5.9% |