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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 | $53,985 | $138,102-60.9% | $125,381-56.9% | $134,532-59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.95% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $4,222 | $5,245-19.5% | $4,815-12.3% | $4,741-11.0% |
| Participant deferral / active EE | $6,491 | $7,801-16.8% | $7,448-12.8% | $6,401+1.4% |
| Admin fee / account holder | $18,213 | $11,568+57.4% | $10,007+82.0% | $11,429+59.4% |