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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 | $73,216 | $180,459-59.4% | $154,108-52.5% | $135,380-45.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.53% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,765 | $6,035-70.7% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $5,371 | $5,806-7.5% | $5,081+5.7% | $5,609-4.2% |
| Admin fee / account holder | $1,875 | $16,145-88.4% | $13,411-86.0% | $10,828-82.7% |