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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 | $48,335 | $135,639-64.4% | $110,241-56.2% | $135,382-64.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.34% | 513.21%-530.5pp | 314.75%-332.1pp | 519.77%-537.1pp |
| Employer contribution / active EE | $14,856 | $4,907+202.8% | $3,827+288.2% | $4,779+210.9% |
| Participant deferral / active EE | $14,131 | $5,507+156.6% | $4,672+202.5% | $5,609+151.9% |
| Admin fee / account holder | $450 | $11,457-96.1% | $8,548-94.7% | $10,829-95.8% |