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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 | $40,647 | $138,114-70.6% | $125,391-67.6% | $134,545-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.51% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,810 | $5,246-27.4% | $4,816-20.9% | $4,742-19.7% |
| Participant deferral / active EE | $6,355 | $7,801-18.5% | $7,448-14.7% | $6,401-0.7% |
| Admin fee / account holder | $11,321 | $11,570-2.2% | $10,009+13.1% | $11,431-1.0% |