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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 | $56,195 | $185,883-69.8% | $170,043-67.0% | $139,466-59.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -10.08% | 60.54%-70.6pp | 53.40%-63.5pp | 373.66%-383.7pp |
| Employer contribution / active EE | $6,967 | $7,596-8.3% | $6,790+2.6% | $4,754+46.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,141 | $15,393-92.6% | $12,824-91.1% | $11,409-90.0% |