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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 | $93,390 | $160,059-41.7% | $140,019-33.3% | $135,380-31.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.67% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.5pp |
| Employer contribution / active EE | $2,438 | $6,420-62.0% | $5,605-56.5% | $4,779-49.0% |
| Participant deferral / active EE | $4,552 | $7,641-40.4% | $6,927-34.3% | $5,609-18.9% |
| Admin fee / account holder | $922 | $13,328-93.1% | $10,705-91.4% | $10,828-91.5% |