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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 | $56,464 | $138,114-59.1% | $125,391-55.0% | $134,545-58.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.25% | 750.88%-776.1pp | 572.41%-597.7pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,754 | $5,246-47.5% | $4,816-42.8% | $4,742-41.9% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $662 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |