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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 | $160,070-19.6% | $147,117-12.6% | $145,897-11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.77% | 98.69%-110.5pp | 420.54%-432.3pp | 552.29%-564.1pp |
| Employer contribution / active EE | $6,897 | $5,285+30.5% | $4,932+39.8% | $4,663+47.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,228 | $15,035-71.9% | $12,993-67.5% | $13,390-68.4% |