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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 | $52,051 | $138,076-62.3% | $123,553-57.9% | $135,380-61.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.56% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $5,600 | $5,152+8.7% | $4,628+21.0% | $4,779+17.2% |
| Participant deferral / active EE | $3,330 | $6,800-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $1,310 | $10,917-88.0% | $9,284-85.9% | $10,828-87.9% |