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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 | $97,254 | $168,635-42.3% | $147,617-34.1% | $125,389-22.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.70% | 77.65%-82.3pp | 61.98%-66.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $7,674 | $6,252+22.7% | $5,564+37.9% | $4,866+57.7% |
| Participant deferral / active EE | $7,157 | $5,507+30.0% | $4,895+46.2% | $5,352+33.7% |
| Admin fee / account holder | $648 | $13,580-95.2% | $11,612-94.4% | $9,541-93.2% |