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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 | $37,506 | $135,645-72.4% | $110,243-66.0% | $135,380-72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.20% | 513.24%-522.4pp | 314.76%-324.0pp | 519.81%-529.0pp |
| Employer contribution / active EE | $9,057 | $4,907+84.6% | $3,827+136.7% | $4,779+89.5% |
| Participant deferral / active EE | $6,105 | $5,507+10.9% | $4,672+30.7% | $5,609+8.8% |
| Admin fee / account holder | $570 | $11,458-95.0% | $8,548-93.3% | $10,828-94.7% |