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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 | $102,520 | $138,102-25.8% | $125,381-18.2% | $134,532-23.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.32% | 750.73%-779.0pp | 572.31%-600.6pp | 418.27%-446.6pp |
| Employer contribution / active EE | $2,252 | $5,245-57.1% | $4,815-53.2% | $4,741-52.5% |
| Participant deferral / active EE | $10,751 | $7,801+37.8% | $7,448+44.4% | $6,401+68.0% |
| Admin fee / account holder | $2,824 | $11,568-75.6% | $10,007-71.8% | $11,429-75.3% |