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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 | $42,543 | $160,059-73.4% | $140,019-69.6% | $135,380-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.01% | 911.48%-923.5pp | 651.17%-663.2pp | 519.81%-531.8pp |
| Employer contribution / active EE | $7,331 | $6,420+14.2% | $5,605+30.8% | $4,779+53.4% |
| Participant deferral / active EE | $5,998 | $7,641-21.5% | $6,927-13.4% | $5,609+6.9% |
| Admin fee / account holder | $303 | $13,328-97.7% | $10,705-97.2% | $10,828-97.2% |