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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 | $30,682 | $148,629-79.4% | $135,982-77.4% | $139,487-78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -53.35% | 79.33%-132.7pp | 68.32%-121.7pp | 373.84%-427.2pp |
| Employer contribution / active EE | $18,091 | $5,247+244.8% | $4,859+272.3% | $4,755+280.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,829 | $12,406-20.8% | $10,767-8.7% | $11,407-13.8% |