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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 | $63,260 | $138,114-54.2% | $125,391-49.5% | $134,545-53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.84% | 750.88%-774.7pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $2,671 | $5,246-49.1% | $4,816-44.5% | $4,742-43.7% |
| Participant deferral / active EE | $3,404 | $7,801-56.4% | $7,448-54.3% | $6,401-46.8% |
| Admin fee / account holder | $1,575 | $11,570-86.4% | $10,009-84.3% | $11,431-86.2% |