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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 | $58,189 | $180,462-67.8% | $154,111-62.2% | $135,379-57.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.98% | 888.17%-900.2pp | 735.18%-747.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $9,874 | $6,036+63.6% | $5,298+86.4% | $4,779+106.6% |
| Participant deferral / active EE | $8,331 | $5,806+43.5% | $5,081+64.0% | $5,609+48.5% |
| Admin fee / account holder | $2,736 | $16,145-83.1% | $13,411-79.6% | $10,828-74.7% |