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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 | $150,435-53.1% | $120,580-41.5% | $145,897-51.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | -11.17% | 154.60%-165.8pp | 107.48%-118.6pp | 552.29%-563.5pp |
| Employer contribution / active EE | $8,840 | $4,352+103.1% | $3,469+154.8% | $4,663+89.6% |
| Participant deferral / active EE | $21,667 | $6,174+250.9% | $4,995+333.7% | $6,689+223.9% |
| Admin fee / account holder | $720 | $12,182-94.1% | $9,418-92.4% | $13,390-94.6% |