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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 | $80,339 | $138,076-41.8% | $123,553-35.0% | $135,380-40.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.54% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,333 | $5,152-54.7% | $4,628-49.6% | $4,779-51.2% |
| Participant deferral / active EE | $5,702 | $6,800-16.1% | $6,426-11.3% | $5,609+1.7% |
| Admin fee / account holder | $1,287 | $10,917-88.2% | $9,284-86.1% | $10,828-88.1% |