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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 | $55,964 | $138,114-59.5% | $125,391-55.4% | $134,545-58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.09% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $2,242 | $5,246-57.3% | $4,816-53.4% | $4,742-52.7% |
| Participant deferral / active EE | $6,907 | $7,801-11.5% | $7,448-7.3% | $6,401+7.9% |
| Admin fee / account holder | $424 | $11,570-96.3% | $10,009-95.8% | $11,431-96.3% |