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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 | $248,880 | $138,076+80.2% | $123,553+101.4% | $135,380+83.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.59% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,941 | $5,152-62.3% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $12,707 | $6,800+86.9% | $6,426+97.7% | $5,609+126.5% |
| Admin fee / account holder | $3,262 | $10,917-70.1% | $9,284-64.9% | $10,828-69.9% |