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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 | $39,410 | $138,114-71.5% | $125,391-68.6% | $134,545-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.81% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $5,858 | $5,246+11.7% | $4,816+21.7% | $4,742+23.6% |
| Participant deferral / active EE | $20,033 | $7,801+156.8% | $7,448+169.0% | $6,401+213.0% |
| Admin fee / account holder | $2,682 | $11,570-76.8% | $10,009-73.2% | $11,431-76.5% |