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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 | $47,400 | $180,459-73.7% | $154,108-69.2% | $135,380-65.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.20% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $4,187 | $6,035-30.6% | $5,298-21.0% | $4,779-12.4% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $305 | $16,145-98.1% | $13,411-97.7% | $10,828-97.2% |