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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 | $31,037 | $160,059-80.6% | $140,019-77.8% | $135,380-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.48% | 911.48%-926.0pp | 651.17%-665.7pp | 519.81%-534.3pp |
| Employer contribution / active EE | $2,874 | $6,420-55.2% | $5,605-48.7% | $4,779-39.9% |
| Participant deferral / active EE | $5,566 | $7,641-27.2% | $6,927-19.6% | $5,609-0.8% |
| Admin fee / account holder | $372 | $13,328-97.2% | $10,705-96.5% | $10,828-96.6% |