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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 | $44,732 | $138,075-67.6% | $123,552-63.8% | $135,379-67.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.75% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $12,483 | $5,152+142.3% | $4,628+169.7% | $4,779+161.2% |
| Participant deferral / active EE | $6,298 | $6,800-7.4% | $6,426-2.0% | $5,609+12.3% |
| Admin fee / account holder | $548 | $10,917-95.0% | $9,285-94.1% | $10,828-94.9% |