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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 | $77,200 | $138,076-44.1% | $123,553-37.5% | $135,380-43.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.50% | 153.70%-166.2pp | 119.21%-131.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,262 | $5,152-75.5% | $4,628-72.7% | $4,779-73.6% |
| Participant deferral / active EE | $3,306 | $6,800-51.4% | $6,426-48.5% | $5,609-41.1% |
| Admin fee / account holder | $459 | $10,917-95.8% | $9,284-95.1% | $10,828-95.8% |