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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 | $56,718 | $138,075-58.9% | $123,552-54.1% | $135,379-58.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.25% | 153.70%-163.9pp | 119.20%-129.5pp | 519.79%-530.0pp |
| Employer contribution / active EE | $6,395 | $5,152+24.1% | $4,628+38.2% | $4,779+33.8% |
| Participant deferral / active EE | $6,106 | $6,800-10.2% | $6,426-5.0% | $5,609+8.9% |
| Admin fee / account holder | $1,574 | $10,917-85.6% | $9,285-83.0% | $10,828-85.5% |