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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 | $100,147-15.8% | $81,286+3.7% | $145,877-42.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -11.03% | 34.44%-45.5pp | 24.80%-35.8pp | 551.28%-562.3pp |
| Employer contribution / active EE | $3,345 | $2,977+12.3% | $2,463+35.8% | $4,663-28.3% |
| Participant deferral / active EE | $17,538 | $4,607+280.6% | $3,883+351.6% | $6,691+162.1% |
| Admin fee / account holder | $12,600 | $8,201+53.6% | $5,764+118.6% | $13,402-6.0% |