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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 | $99,717 | $138,114-27.8% | $125,391-20.5% | $134,545-25.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.57% | 750.88%-779.5pp | 572.41%-601.0pp | 418.37%-446.9pp |
| Employer contribution / active EE | $3,495 | $5,246-33.4% | $4,816-27.4% | $4,742-26.3% |
| Participant deferral / active EE | $15,013 | $7,801+92.5% | $7,448+101.6% | $6,401+134.5% |
| Admin fee / account holder | $377 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |