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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 | $67,872 | $180,459-62.4% | $154,108-56.0% | $135,380-49.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,598 | $6,035-56.9% | $5,298-51.0% | $4,779-45.6% |
| Participant deferral / active EE | $11,278 | $5,806+94.2% | $5,081+122.0% | $5,609+101.1% |
| Admin fee / account holder | $6,993 | $16,145-56.7% | $13,411-47.9% | $10,828-35.4% |