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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 | $59,390 | $180,459-67.1% | $154,108-61.5% | $135,380-56.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.04% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,550 | $6,035-57.7% | $5,298-51.9% | $4,779-46.6% |
| Participant deferral / active EE | $6,237 | $5,806+7.4% | $5,081+22.8% | $5,609+11.2% |
| Admin fee / account holder | $1,532 | $16,145-90.5% | $13,411-88.6% | $10,828-85.9% |