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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 | $115,510 | $160,059-27.8% | $140,019-17.5% | $135,380-14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.65% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.5pp |
| Employer contribution / active EE | $10,347 | $6,420+61.2% | $5,605+84.6% | $4,779+116.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,400 | $13,328-37.0% | $10,705-21.5% | $10,828-22.4% |