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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 | $86,879 | $138,102-37.1% | $125,381-30.7% | $134,532-35.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.03% | 750.73%-779.8pp | 572.31%-601.3pp | 418.27%-447.3pp |
| Employer contribution / active EE | $2,225 | $5,245-57.6% | $4,815-53.8% | $4,741-53.1% |
| Participant deferral / active EE | $8,316 | $7,801+6.6% | $7,448+11.7% | $6,401+29.9% |
| Admin fee / account holder | $4,540 | $11,568-60.8% | $10,007-54.6% | $11,429-60.3% |