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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 | $50,158 | $132,634-62.2% | $115,768-56.7% | $137,256-63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -38.19% | 160.70%-198.9pp | 100.46%-138.7pp | 220.34%-258.5pp |
| Employer contribution / active EE | $7,712 | $3,360+129.6% | $2,940+162.3% | $4,156+85.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,831 | $15,028-1.3% | $12,439+19.2% | $12,270+20.9% |