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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 | $71,989 | $138,078-47.9% | $125,363-42.6% | $134,509-46.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.38% | 750.49%-772.9pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,388 | $5,245-54.5% | $4,815-50.4% | $4,741-49.6% |
| Participant deferral / active EE | $3,673 | $7,800-52.9% | $7,447-50.7% | $6,400-42.6% |
| Admin fee / account holder | $3,334 | $11,566-71.2% | $10,005-66.7% | $11,427-70.8% |