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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 | $36,473 | $138,078-73.6% | $125,363-70.9% | $134,509-72.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.08% | 750.49%-772.6pp | 572.15%-594.2pp | 418.13%-440.2pp |
| Employer contribution / active EE | $22,544 | $5,245+329.8% | $4,815+368.2% | $4,741+375.6% |
| Participant deferral / active EE | $13,150 | $7,800+68.6% | $7,447+76.6% | $6,400+105.5% |
| Admin fee / account holder | $14,296 | $11,566+23.6% | $10,005+42.9% | $11,427+25.1% |