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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 | $71,636 | $180,459-60.3% | $154,108-53.5% | $135,380-47.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.00% | 888.21%-910.2pp | 735.21%-757.2pp | 519.81%-541.8pp |
| Employer contribution / active EE | $1,700 | $6,035-71.8% | $5,298-67.9% | $4,779-64.4% |
| Participant deferral / active EE | $10,625 | $5,806+83.0% | $5,081+109.1% | $5,609+89.4% |
| Admin fee / account holder | $599 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |