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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 | $94,254 | $180,462-47.8% | $154,111-38.8% | $135,379-30.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | 888.17%-897.3pp | 735.18%-744.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $6,569 | $6,036+8.8% | $5,298+24.0% | $4,779+37.5% |
| Participant deferral / active EE | $3,083 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $1,531 | $16,145-90.5% | $13,411-88.6% | $10,828-85.9% |