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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 | $63,769 | $138,102-53.8% | $125,381-49.1% | $134,532-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.72% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,372 | $5,245-54.8% | $4,815-50.8% | $4,741-50.0% |
| Participant deferral / active EE | $7,924 | $7,801+1.6% | $7,448+6.4% | $6,401+23.8% |
| Admin fee / account holder | $717 | $11,568-93.8% | $10,007-92.8% | $11,429-93.7% |