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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 | $24,140 | $138,102-82.5% | $125,381-80.7% | $134,532-82.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.28% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,264 | $5,245-37.8% | $4,815-32.2% | $4,741-31.2% |
| Participant deferral / active EE | $8,497 | $7,801+8.9% | $7,448+14.1% | $6,401+32.7% |
| Admin fee / account holder | $391 | $11,568-96.6% | $10,007-96.1% | $11,429-96.6% |