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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 | $95,533 | $138,114-30.8% | $125,391-23.8% | $134,545-29.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.85% | 750.88%-781.7pp | 572.41%-603.3pp | 418.37%-449.2pp |
| Employer contribution / active EE | $2,610 | $5,246-50.2% | $4,816-45.8% | $4,742-45.0% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $816 | $11,570-93.0% | $10,009-91.9% | $11,431-92.9% |