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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 | $70,413 | $138,114-49.0% | $125,391-43.8% | $134,545-47.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.23% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $3,344 | $5,246-36.3% | $4,816-30.6% | $4,742-29.5% |
| Participant deferral / active EE | $17,485 | $7,801+124.1% | $7,448+134.8% | $6,401+173.1% |
| Admin fee / account holder | $1,004 | $11,570-91.3% | $10,009-90.0% | $11,431-91.2% |