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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 | $53,797 | $138,114-61.0% | $125,391-57.1% | $134,545-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.35% | 750.88%-778.2pp | 572.41%-599.8pp | 418.37%-445.7pp |
| Employer contribution / active EE | $2,622 | $5,246-50.0% | $4,816-45.6% | $4,742-44.7% |
| Participant deferral / active EE | $14,850 | $7,801+90.4% | $7,448+99.4% | $6,401+132.0% |
| Admin fee / account holder | $405 | $11,570-96.5% | $10,009-96.0% | $11,431-96.5% |