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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 | $56,762 | $138,114-58.9% | $125,391-54.7% | $134,545-57.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.83% | 750.88%-775.7pp | 572.41%-597.2pp | 418.37%-443.2pp |
| Employer contribution / active EE | $2,455 | $5,246-53.2% | $4,816-49.0% | $4,742-48.2% |
| Participant deferral / active EE | $6,955 | $7,801-10.8% | $7,448-6.6% | $6,401+8.7% |
| Admin fee / account holder | $712 | $11,570-93.8% | $10,009-92.9% | $11,431-93.8% |