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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 | $68,550 | $160,059-57.2% | $140,019-51.0% | $135,379-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.49% | 911.44%-920.9pp | 651.15%-660.6pp | 519.79%-529.3pp |
| Employer contribution / active EE | $20,955 | $6,420+226.4% | $5,605+273.8% | $4,779+338.5% |
| Participant deferral / active EE | $10,893 | $7,641+42.6% | $6,927+57.3% | $5,609+94.2% |
| Admin fee / account holder | $450 | $13,328-96.6% | $10,705-95.8% | $10,828-95.8% |