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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 | $58,568 | $209,425-72.0% | $178,499-67.2% | $158,966-63.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -46.14% | 188.80%-234.9pp | 151.10%-197.2pp | 302.95%-349.1pp |
| Employer contribution / active EE | $6,000 | $5,707+5.1% | $5,011+19.7% | $4,762+26.0% |
| Participant deferral / active EE | $10,000 | $5,955+67.9% | $5,202+92.2% | $5,983+67.1% |
| Admin fee / account holder | $2,663 | $17,078-84.4% | $13,986-81.0% | $11,250-76.3% |