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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 | $122,681 | $138,114-11.2% | $125,391-2.2% | $134,545-8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.62% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $3,875 | $5,246-26.1% | $4,816-19.5% | $4,742-18.3% |
| Participant deferral / active EE | $12,193 | $7,801+56.3% | $7,448+63.7% | $6,401+90.5% |
| Admin fee / account holder | $1,091 | $11,570-90.6% | $10,009-89.1% | $11,431-90.5% |