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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 | $77,855 | $138,114-43.6% | $125,391-37.9% | $134,545-42.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.34% | 750.88%-778.2pp | 572.41%-599.8pp | 418.37%-445.7pp |
| Employer contribution / active EE | $6,120 | $5,246+16.7% | $4,816+27.1% | $4,742+29.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,448 | $11,570-87.5% | $10,009-85.5% | $11,431-87.3% |