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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 | $35,111 | $138,075-74.6% | $123,552-71.6% | $135,379-74.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.19% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $5,217 | $5,152+1.3% | $4,628+12.7% | $4,779+9.2% |
| Participant deferral / active EE | $9,823 | $6,800+44.5% | $6,426+52.9% | $5,609+75.1% |
| Admin fee / account holder | $604 | $10,917-94.5% | $9,285-93.5% | $10,828-94.4% |