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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 | $63,040 | $138,114-54.4% | $125,391-49.7% | $134,545-53.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.86% | 750.88%-774.7pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,313 | $5,246-75.0% | $4,816-72.7% | $4,742-72.3% |
| Participant deferral / active EE | $9,879 | $7,801+26.6% | $7,448+32.6% | $6,401+54.3% |
| Admin fee / account holder | $749 | $11,570-93.5% | $10,009-92.5% | $11,431-93.4% |