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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 | $36,607 | $138,102-73.5% | $125,381-70.8% | $134,532-72.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.07% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $3,761 | $5,245-28.3% | $4,815-21.9% | $4,741-20.7% |
| Participant deferral / active EE | $8,119 | $7,801+4.1% | $7,448+9.0% | $6,401+26.8% |
| Admin fee / account holder | $880 | $11,568-92.4% | $10,007-91.2% | $11,429-92.3% |