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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 | $69,693 | $180,459-61.4% | $154,108-54.8% | $135,380-48.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.83% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,457 | $6,035-42.7% | $5,298-34.7% | $4,779-27.7% |
| Participant deferral / active EE | $4,236 | $5,806-27.1% | $5,081-16.6% | $5,609-24.5% |
| Admin fee / account holder | $351 | $16,145-97.8% | $13,411-97.4% | $10,828-96.8% |