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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 | $54,941 | $138,075-60.2% | $123,552-55.5% | $135,379-59.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.63% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $35,308 | $5,152+585.3% | $4,628+662.9% | $4,779+638.8% |
| Participant deferral / active EE | $24,750 | $6,800+264.0% | $6,426+285.2% | $5,609+341.3% |
| Admin fee / account holder | $19,024 | $10,917+74.3% | $9,285+104.9% | $10,828+75.7% |