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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 | $75,981 | $138,076-45.0% | $123,553-38.5% | $135,380-43.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.00% | 153.70%-164.7pp | 119.21%-130.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $11,783 | $5,152+128.7% | $4,628+154.6% | $4,779+146.6% |
| Participant deferral / active EE | $24,000 | $6,800+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $12,681 | $10,917+16.2% | $9,284+36.6% | $10,828+17.1% |