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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 | $34,138 | $180,462-81.1% | $154,111-77.8% | $135,379-74.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -10.72% | 888.17%-898.9pp | 735.18%-745.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $3,368 | $6,036-44.2% | $5,298-36.4% | $4,779-29.5% |
| Participant deferral / active EE | $7,659 | $5,806+31.9% | $5,081+50.7% | $5,609+36.5% |
| Admin fee / account holder | $558 | $16,145-96.5% | $13,411-95.8% | $10,828-94.8% |