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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 | $106,314 | $180,459-41.1% | $154,108-31.0% | $135,380-21.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.51% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $11,537 | $6,035+91.2% | $5,298+117.8% | $4,779+141.4% |
| Participant deferral / active EE | $9,738 | $5,806+67.7% | $5,081+91.7% | $5,609+73.6% |
| Admin fee / account holder | $7,134 | $16,145-55.8% | $13,411-46.8% | $10,828-34.1% |