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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 | $76,559 | $138,076-44.6% | $123,553-38.0% | $135,380-43.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $17,347 | $5,152+236.7% | $4,628+274.8% | $4,779+263.0% |
| Participant deferral / active EE | $12,650 | $6,800+86.0% | $6,426+96.9% | $5,609+125.5% |
| Admin fee / account holder | $6,340 | $10,917-41.9% | $9,284-31.7% | $10,828-41.4% |