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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 | $104,834 | $168,636-37.8% | $147,618-29.0% | $125,388-16.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -21.43% | 77.65%-99.1pp | 61.98%-83.4pp | 282.24%-303.7pp |
| Employer contribution / active EE | $6,667 | $6,252+6.6% | $5,565+19.8% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24,426 | $13,580+79.9% | $11,612+110.4% | $9,541+156.0% |