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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 | $55,129 | $148,629-62.9% | $135,982-59.5% | $139,487-60.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -25.74% | 79.33%-105.1pp | 68.32%-94.1pp | 373.84%-399.6pp |
| Employer contribution / active EE | $7,377 | $5,247+40.6% | $4,859+51.8% | $4,755+55.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,237 | $12,406-90.0% | $10,767-88.5% | $11,407-89.2% |