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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 | $121,800 | $157,304-22.6% | $141,197-13.7% | $152,909-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -35.41% | 64.34%-99.8pp | 71.41%-106.8pp | 345.46%-380.9pp |
| Employer contribution / active EE | $49,792 | $5,263+846.2% | $4,736+951.3% | $4,764+945.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,101 | $12,126+24.5% | $10,265+47.1% | $11,601+30.2% |