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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 | $65,421 | $138,114-52.6% | $125,391-47.8% | $134,545-51.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.64% | 750.88%-773.5pp | 572.41%-595.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,525 | $5,246-70.9% | $4,816-68.3% | $4,742-67.8% |
| Participant deferral / active EE | $11,960 | $7,801+53.3% | $7,448+60.6% | $6,401+86.8% |
| Admin fee / account holder | $483 | $11,570-95.8% | $10,009-95.2% | $11,431-95.8% |