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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 | $46,099 | $168,635-72.7% | $147,617-68.8% | $125,389-63.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.55% | 77.65%-91.2pp | 61.98%-75.5pp | 282.24%-295.8pp |
| Employer contribution / active EE | $10,755 | $6,252+72.0% | $5,564+93.3% | $4,866+121.0% |
| Participant deferral / active EE | $5,121 | $5,507-7.0% | $4,895+4.6% | $5,352-4.3% |
| Admin fee / account holder | $6,922 | $13,580-49.0% | $11,612-40.4% | $9,541-27.5% |