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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 | $32,921 | $138,102-76.2% | $125,381-73.7% | $134,532-75.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.34% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $3,696 | $5,245-29.5% | $4,815-23.3% | $4,741-22.0% |
| Participant deferral / active EE | $14,570 | $7,801+86.8% | $7,448+95.6% | $6,401+127.6% |
| Admin fee / account holder | $505 | $11,568-95.6% | $10,007-95.0% | $11,429-95.6% |