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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 | $67,200 | $160,059-58.0% | $140,019-52.0% | $135,379-50.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.67% | 911.44%-927.1pp | 651.15%-666.8pp | 519.79%-535.5pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $14,500 | $7,641+89.8% | $6,927+109.3% | $5,609+158.5% |
| Admin fee / account holder | $397 | $13,328-97.0% | $10,705-96.3% | $10,828-96.3% |