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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 | $144,304 | $173,526-16.8% | $136,072+6.0% | $145,884-1.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -1.76% | 1167.12%-1168.9pp | 580.46%-582.2pp | 551.85%-553.6pp |
| Employer contribution / active EE | $4,762 | $5,285-9.9% | $4,216+13.0% | $4,662+2.1% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,720 | $9,665+21.3% | $6,718+74.5% | $13,392-12.5% |