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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 | $49,040 | $138,114-64.5% | $125,391-60.9% | $134,545-63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.10% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $3,679 | $5,246-29.9% | $4,816-23.6% | $4,742-22.4% |
| Participant deferral / active EE | $10,990 | $7,801+40.9% | $7,448+47.6% | $6,401+71.7% |
| Admin fee / account holder | $1,318 | $11,570-88.6% | $10,009-86.8% | $11,431-88.5% |