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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 | $56,812 | $135,639-58.1% | $110,241-48.5% | $135,382-58.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.56% | 513.21%-530.8pp | 314.75%-332.3pp | 519.77%-537.3pp |
| Employer contribution / active EE | $24,793 | $4,907+405.3% | $3,827+547.9% | $4,779+418.8% |
| Participant deferral / active EE | $13,048 | $5,507+136.9% | $4,672+179.3% | $5,609+132.6% |
| Admin fee / account holder | $397 | $11,457-96.5% | $8,548-95.4% | $10,829-96.3% |