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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 | $68,650 | $138,076-50.3% | $123,553-44.4% | $135,380-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.57% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $34,000 | $5,152+560.0% | $4,628+634.6% | $4,779+611.5% |
| Participant deferral / active EE | $16,733 | $6,800+146.1% | $6,426+160.4% | $5,609+198.3% |
| Admin fee / account holder | $751 | $10,917-93.1% | $9,284-91.9% | $10,828-93.1% |