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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 | $87,716 | $138,076-36.5% | $123,553-29.0% | $135,380-35.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.05% | 153.70%-174.8pp | 119.21%-140.3pp | 519.81%-540.9pp |
| Employer contribution / active EE | $34,365 | $5,152+567.0% | $4,628+642.5% | $4,779+619.1% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $486 | $10,917-95.6% | $9,284-94.8% | $10,828-95.5% |