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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 | $35,264 | $138,102-74.5% | $125,381-71.9% | $134,532-73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.90% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $5,696 | $5,245+8.6% | $4,815+18.3% | $4,741+20.1% |
| Participant deferral / active EE | $13,110 | $7,801+68.1% | $7,448+76.0% | $6,401+104.8% |
| Admin fee / account holder | $321 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |