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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 | $77,722 | $138,114-43.7% | $125,391-38.0% | $134,545-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.03% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $7,632 | $5,246+45.5% | $4,816+58.5% | $4,742+60.9% |
| Participant deferral / active EE | $5,740 | $7,801-26.4% | $7,448-22.9% | $6,401-10.3% |
| Admin fee / account holder | $480 | $11,570-95.9% | $10,009-95.2% | $11,431-95.8% |