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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 | $26,745 | $138,114-80.6% | $125,391-78.7% | $134,545-80.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.64% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,167 | $5,246-58.7% | $4,816-55.0% | $4,742-54.3% |
| Participant deferral / active EE | $13,431 | $7,801+72.2% | $7,448+80.3% | $6,401+109.8% |
| Admin fee / account holder | $318 | $11,570-97.3% | $10,009-96.8% | $11,431-97.2% |