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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 | $14,877 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.30% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,313 | $5,245-55.9% | $4,815-52.0% | $4,741-51.2% |
| Participant deferral / active EE | $12,286 | $7,801+57.5% | $7,448+65.0% | $6,401+91.9% |
| Admin fee / account holder | $599 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |