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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 | $128,629 | $160,040-19.6% | $147,096-12.6% | $145,877-11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.77% | 98.49%-110.3pp | 419.75%-431.5pp | 551.28%-563.1pp |
| Employer contribution / active EE | $6,897 | $5,289+30.4% | $4,936+39.7% | $4,663+47.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,228 | $15,050-71.9% | $13,005-67.5% | $13,402-68.5% |