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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 | $67,066 | $190,862-64.9% | $159,991-58.1% | $134,509-50.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.79% | 552.59%-574.4pp | 408.82%-430.6pp | 418.13%-439.9pp |
| Employer contribution / active EE | $7,990 | $4,995+60.0% | $4,225+89.1% | $4,741+68.5% |
| Participant deferral / active EE | $15,490 | $6,924+123.7% | $6,183+150.5% | $6,400+142.0% |
| Admin fee / account holder | $653 | $10,495-93.8% | $8,715-92.5% | $11,427-94.3% |