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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 | $89,970 | $160,059-43.8% | $140,019-35.7% | $135,380-33.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.51% | 911.48%-922.0pp | 651.17%-661.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,403 | $6,420-78.1% | $5,605-75.0% | $4,779-70.6% |
| Participant deferral / active EE | $22,537 | $7,641+195.0% | $6,927+225.4% | $5,609+301.8% |
| Admin fee / account holder | $714 | $13,328-94.6% | $10,705-93.3% | $10,828-93.4% |