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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 | $104,169 | $160,059-34.9% | $140,019-25.6% | $135,379-23.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.37% | 911.44%-921.8pp | 651.15%-661.5pp | 519.79%-530.2pp |
| Employer contribution / active EE | $3,884 | $6,420-39.5% | $5,605-30.7% | $4,779-18.7% |
| Participant deferral / active EE | $4,752 | $7,641-37.8% | $6,927-31.4% | $5,609-15.3% |
| Admin fee / account holder | $33,333 | $13,328+150.1% | $10,705+211.4% | $10,828+207.8% |