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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 | $70,558 | $150,346-53.1% | $120,524-41.5% | $145,877-51.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -11.17% | 154.40%-165.6pp | 107.36%-118.5pp | 551.28%-562.5pp |
| Employer contribution / active EE | $8,840 | $4,353+103.1% | $3,469+154.8% | $4,663+89.6% |
| Participant deferral / active EE | $21,667 | $6,172+251.0% | $4,994+333.9% | $6,691+223.8% |
| Admin fee / account holder | $720 | $12,215-94.1% | $9,440-92.4% | $13,402-94.6% |