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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 | $43,671 | $138,078-68.4% | $125,363-65.2% | $134,509-67.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.16% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $4,464 | $5,245-14.9% | $4,815-7.3% | $4,741-5.8% |
| Participant deferral / active EE | $4,786 | $7,800-38.6% | $7,447-35.7% | $6,400-25.2% |
| Admin fee / account holder | $1,108 | $11,566-90.4% | $10,005-88.9% | $11,427-90.3% |