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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 | $63,092 | $138,075-54.3% | $123,552-48.9% | $135,379-53.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.24% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,827 | $5,152-45.1% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $5,427 | $6,800-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $891 | $10,917-91.8% | $9,285-90.4% | $10,828-91.8% |