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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 | $36,887 | $138,076-73.3% | $123,553-70.1% | $135,380-72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.53% | 153.70%-169.2pp | 119.21%-134.7pp | 519.81%-535.3pp |
| Employer contribution / active EE | $2,226 | $5,152-56.8% | $4,628-51.9% | $4,779-53.4% |
| Participant deferral / active EE | $3,771 | $6,800-44.5% | $6,426-41.3% | $5,609-32.8% |
| Admin fee / account holder | $517 | $10,917-95.3% | $9,284-94.4% | $10,828-95.2% |