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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 | $86,226 | $99,644-13.5% | $86,438-0.2% | $134,532-35.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.28% | 6787.26%-6811.5pp | 4397.19%-4421.5pp | 418.27%-442.5pp |
| Employer contribution / active EE | $5,372 | $4,402+22.0% | $3,769+42.5% | $4,741+13.3% |
| Participant deferral / active EE | $10,030 | $7,247+38.4% | $6,952+44.3% | $6,401+56.7% |
| Admin fee / account holder | $308 | $8,375-96.3% | $6,733-95.4% | $11,429-97.3% |