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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 | $32,122 | $138,102-76.7% | $125,381-74.4% | $134,532-76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.85% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $3,203 | $5,245-38.9% | $4,815-33.5% | $4,741-32.5% |
| Participant deferral / active EE | $10,917 | $7,801+39.9% | $7,448+46.6% | $6,401+70.5% |
| Admin fee / account holder | $784 | $11,568-93.2% | $10,007-92.2% | $11,429-93.1% |