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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 | $45,939 | $138,114-66.7% | $125,391-63.4% | $134,545-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.95% | 750.88%-774.8pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $1,684 | $5,246-67.9% | $4,816-65.0% | $4,742-64.5% |
| Participant deferral / active EE | $8,451 | $7,801+8.3% | $7,448+13.5% | $6,401+32.0% |
| Admin fee / account holder | $5,501 | $11,570-52.5% | $10,009-45.0% | $11,431-51.9% |