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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 | $107,861 | $180,459-40.2% | $154,108-30.0% | $135,380-20.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.82% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,858 | $6,035-36.1% | $5,298-27.2% | $4,779-19.3% |
| Participant deferral / active EE | $6,825 | $5,806+17.5% | $5,081+34.3% | $5,609+21.7% |
| Admin fee / account holder | $1,281 | $16,145-92.1% | $13,411-90.4% | $10,828-88.2% |