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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 | $74,627 | $160,059-53.4% | $140,019-46.7% | $135,380-44.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.51% | 911.48%-925.0pp | 651.17%-664.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $10,867 | $6,420+69.3% | $5,605+93.9% | $4,779+127.4% |
| Participant deferral / active EE | $8,599 | $7,641+12.5% | $6,927+24.1% | $5,609+53.3% |
| Admin fee / account holder | $337 | $13,328-97.5% | $10,705-96.9% | $10,828-96.9% |