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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 | $88,649 | $144,130-38.5% | $117,861-24.8% | $147,586-39.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -12.64% | 531.20%-543.8pp | 335.11%-347.7pp | 578.59%-591.2pp |
| Employer contribution / active EE | $10,292 | $4,897+110.2% | $3,786+171.8% | $4,876+111.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,849 | $10,887-46.3% | $8,021-27.1% | $10,886-46.3% |