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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 | $49,828 | $197,819-74.8% | $155,789-68.0% | $125,388-60.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.57% | 86.73%-91.3pp | 71.54%-76.1pp | 282.24%-286.8pp |
| Employer contribution / active EE | $11,996 | $4,850+147.3% | $3,839+212.5% | $4,866+146.5% |
| Participant deferral / active EE | $19,396 | $5,631+244.4% | $4,798+304.3% | $5,352+262.4% |
| Admin fee / account holder | $969 | $9,544-89.8% | $7,477-87.0% | $9,541-89.8% |