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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 | $34,941 | $138,102-74.7% | $125,381-72.1% | $134,532-74.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.95% | 750.73%-780.7pp | 572.31%-602.3pp | 418.27%-448.2pp |
| Employer contribution / active EE | $25,133 | $5,245+379.1% | $4,815+422.0% | $4,741+430.1% |
| Participant deferral / active EE | $6,911 | $7,801-11.4% | $7,448-7.2% | $6,401+8.0% |
| Admin fee / account holder | $703 | $11,568-93.9% | $10,007-93.0% | $11,429-93.8% |