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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 | $33,948 | $97,729-65.3% | $83,830-59.5% | $135,379-74.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -18.23% | 1287.52%-1305.8pp | 850.97%-869.2pp | 519.79%-538.0pp |
| Employer contribution / active EE | $13,309 | $4,222+215.2% | $3,631+266.5% | $4,779+178.5% |
| Participant deferral / active EE | $4,464 | $4,683-4.7% | $4,082+9.4% | $5,609-20.4% |
| Admin fee / account holder | $1,166 | $6,674-82.5% | $5,479-78.7% | $10,828-89.2% |