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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 | $27,567 | $138,076-80.0% | $123,553-77.7% | $135,380-79.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.12% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $2,294 | $5,152-55.5% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $6,891 | $6,800+1.3% | $6,426+7.2% | $5,609+22.9% |
| Admin fee / account holder | $898 | $10,917-91.8% | $9,284-90.3% | $10,828-91.7% |