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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 | $68,338 | $197,819-65.5% | $155,789-56.1% | $125,389-45.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -13.21% | 86.73%-99.9pp | 71.54%-84.7pp | 282.24%-295.5pp |
| Employer contribution / active EE | $13,080 | $4,850+169.7% | $3,839+240.7% | $4,866+168.8% |
| Participant deferral / active EE | $14,000 | $5,631+148.6% | $4,798+191.8% | $5,352+161.6% |
| Admin fee / account holder | $504 | $9,544-94.7% | $7,477-93.3% | $9,541-94.7% |