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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 | $62,407 | $138,075-54.8% | $123,552-49.5% | $135,379-53.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.41% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $6,314 | $5,152+22.6% | $4,628+36.4% | $4,779+32.1% |
| Participant deferral / active EE | $8,880 | $6,800+30.6% | $6,426+38.2% | $5,609+58.3% |
| Admin fee / account holder | $1,044 | $10,917-90.4% | $9,285-88.8% | $10,828-90.4% |