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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 | $79,020 | $138,114-42.8% | $125,391-37.0% | $134,545-41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.80% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $11,021 | $5,246+110.1% | $4,816+128.9% | $4,742+132.4% |
| Participant deferral / active EE | $7,392 | $7,801-5.2% | $7,448-0.8% | $6,401+15.5% |
| Admin fee / account holder | $879 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |