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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 | $56,453 | $138,076-59.1% | $123,553-54.3% | $135,380-58.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.26% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,809 | $5,152-64.9% | $4,628-60.9% | $4,779-62.2% |
| Participant deferral / active EE | $10,564 | $6,800+55.4% | $6,426+64.4% | $5,609+88.3% |
| Admin fee / account holder | $613 | $10,917-94.4% | $9,284-93.4% | $10,828-94.3% |