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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 | $32,548 | $138,102-76.4% | $125,381-74.0% | $134,532-75.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.57% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,870 | $5,245-64.3% | $4,815-61.2% | $4,741-60.6% |
| Participant deferral / active EE | $6,003 | $7,801-23.0% | $7,448-19.4% | $6,401-6.2% |
| Admin fee / account holder | $786 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |