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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 | $69,735 | $168,635-58.6% | $147,617-52.8% | $125,389-44.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -24.83% | 77.65%-102.5pp | 61.98%-86.8pp | 282.24%-307.1pp |
| Employer contribution / active EE | $11,250 | $6,252+79.9% | $5,564+102.2% | $4,866+131.2% |
| Participant deferral / active EE | $18,250 | $5,507+231.4% | $4,895+272.8% | $5,352+241.0% |
| Admin fee / account holder | $13,289 | $13,580-2.1% | $11,612+14.4% | $9,541+39.3% |