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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 | $25,146 | $138,075-81.8% | $123,552-79.6% | $135,379-81.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,073 | $5,152-59.8% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $5,281 | $6,800-22.3% | $6,426-17.8% | $5,609-5.9% |
| Admin fee / account holder | $793 | $10,917-92.7% | $9,285-91.5% | $10,828-92.7% |