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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 | $74,258 | $138,076-46.2% | $123,553-39.9% | $135,380-45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.24% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,336 | $5,152-54.7% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $4,121 | $6,800-39.4% | $6,426-35.9% | $5,609-26.5% |
| Admin fee / account holder | $847 | $10,917-92.2% | $9,284-90.9% | $10,828-92.2% |