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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 | $20,042 | $138,114-85.5% | $125,391-84.0% | $134,545-85.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.19% | 750.88%-775.1pp | 572.41%-596.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,522 | $5,246-71.0% | $4,816-68.4% | $4,742-67.9% |
| Participant deferral / active EE | $5,695 | $7,801-27.0% | $7,448-23.5% | $6,401-11.0% |
| Admin fee / account holder | $1,032 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |