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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 | $76,445 | $138,072-44.6% | $123,549-38.1% | $135,382-43.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.37% | 153.69%-166.1pp | 119.20%-131.6pp | 519.77%-532.1pp |
| Employer contribution / active EE | $15,003 | $5,152+191.2% | $4,628+224.2% | $4,779+213.9% |
| Participant deferral / active EE | $12,923 | $6,799+90.1% | $6,426+101.1% | $5,609+130.4% |
| Admin fee / account holder | $2,414 | $10,917-77.9% | $9,284-74.0% | $10,829-77.7% |