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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 | $54,215 | $183,539-70.5% | $155,556-65.1% | $145,897-62.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -19.90% | 61.31%-81.2pp | 64.84%-84.7pp | 552.29%-572.2pp |
| Employer contribution / active EE | $3,533 | $5,315-33.5% | $4,675-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $7,080 | $6,467+9.5% | $5,631+25.7% | $6,689+5.8% |
| Admin fee / account holder | $9,360 | $19,275-51.4% | $15,885-41.1% | $13,390-30.1% |