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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 | $38,142 | $160,059-76.2% | $140,019-72.8% | $135,380-71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.45% | 911.48%-929.9pp | 651.17%-669.6pp | 519.81%-538.3pp |
| Employer contribution / active EE | $12,971 | $6,420+102.1% | $5,605+131.4% | $4,779+171.4% |
| Participant deferral / active EE | $15,368 | $7,641+101.1% | $6,927+121.9% | $5,609+174.0% |
| Admin fee / account holder | $2,236 | $13,328-83.2% | $10,705-79.1% | $10,828-79.4% |