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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 | $69,503 | $180,455-61.5% | $154,111-54.9% | $135,377-48.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.39% | 888.14%-897.5pp | 735.15%-744.5pp | 519.75%-529.1pp |
| Employer contribution / active EE | $2,497 | $6,035-58.6% | $5,298-52.9% | $4,779-47.7% |
| Participant deferral / active EE | $7,815 | $5,806+34.6% | $5,081+53.8% | $5,609+39.3% |
| Admin fee / account holder | $1,613 | $16,144-90.0% | $13,411-88.0% | $10,828-85.1% |