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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 | $21,409 | $138,078-84.5% | $125,363-82.9% | $134,509-84.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.2pp |
| Employer contribution / active EE | $5,244 | $5,2450% | $4,815+8.9% | $4,741+10.6% |
| Participant deferral / active EE | $6,163 | $7,800-21.0% | $7,447-17.2% | $6,400-3.7% |
| Admin fee / account holder | $1,154 | $11,566-90.0% | $10,005-88.5% | $11,427-89.9% |