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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 | $63,603 | $197,819-67.8% | $155,789-59.2% | $125,389-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -21.39% | 86.73%-108.1pp | 71.54%-92.9pp | 282.24%-303.6pp |
| Employer contribution / active EE | $11,384 | $4,850+134.7% | $3,839+196.6% | $4,866+133.9% |
| Participant deferral / active EE | $9,307 | $5,631+65.3% | $4,798+94.0% | $5,352+73.9% |
| Admin fee / account holder | $654 | $9,544-93.1% | $7,477-91.3% | $9,541-93.1% |