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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 | $61,869 | $138,114-55.2% | $125,391-50.7% | $134,545-54.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.17% | 750.88%-784.1pp | 572.41%-605.6pp | 418.37%-451.5pp |
| Employer contribution / active EE | $15,592 | $5,246+197.2% | $4,816+223.8% | $4,742+228.8% |
| Participant deferral / active EE | $26,460 | $7,801+239.2% | $7,448+255.3% | $6,401+313.4% |
| Admin fee / account holder | $527 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |