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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 | $46,666 | $197,819-76.4% | $155,789-70.0% | $125,389-62.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.76% | 86.73%-91.5pp | 71.54%-76.3pp | 282.24%-287.0pp |
| Employer contribution / active EE | $5,156 | $4,850+6.3% | $3,839+34.3% | $4,866+5.9% |
| Participant deferral / active EE | $10,725 | $5,631+90.5% | $4,798+123.5% | $5,352+100.4% |
| Admin fee / account holder | $332 | $9,544-96.5% | $7,477-95.6% | $9,541-96.5% |