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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 | $54,739 | $138,114-60.4% | $125,391-56.3% | $134,545-59.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -24.21% | 750.88%-775.1pp | 572.41%-596.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $12,235 | $5,246+133.2% | $4,816+154.1% | $4,742+158.0% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $661 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |