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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 | $133,539 | $160,059-16.6% | $140,019-4.6% | $135,379-1.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.18% | 911.44%-927.6pp | 651.15%-667.3pp | 519.79%-536.0pp |
| Employer contribution / active EE | $15,694 | $6,420+144.5% | $5,605+180.0% | $4,779+228.4% |
| Participant deferral / active EE | $11,333 | $7,641+48.3% | $6,927+63.6% | $5,609+102.1% |
| Admin fee / account holder | $1,108 | $13,328-91.7% | $10,705-89.7% | $10,828-89.8% |