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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 | $46,998 | $138,114-66.0% | $125,391-62.5% | $134,545-65.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.61% | 750.88%-775.5pp | 572.41%-597.0pp | 418.37%-443.0pp |
| Employer contribution / active EE | $31,576 | $5,246+501.9% | $4,816+555.7% | $4,742+565.9% |
| Participant deferral / active EE | $4,110 | $7,801-47.3% | $7,448-44.8% | $6,401-35.8% |
| Admin fee / account holder | $2,522 | $11,570-78.2% | $10,009-74.8% | $11,431-77.9% |