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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 | $87,785 | $138,114-36.4% | $125,391-30.0% | $134,545-34.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -57.71% | 750.88%-808.6pp | 572.41%-630.1pp | 418.37%-476.1pp |
| Employer contribution / active EE | $33,093 | $5,246+530.8% | $4,816+587.2% | $4,742+597.9% |
| Participant deferral / active EE | $11,144 | $7,801+42.9% | $7,448+49.6% | $6,401+74.1% |
| Admin fee / account holder | $10,252 | $11,570-11.4% | $10,009+2.4% | $11,431-10.3% |