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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 | $173,397-16.8% | $135,987+6.1% | $145,978-1.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -1.76% | 1165.22%-1167.0pp | 579.77%-581.5pp | 550.52%-552.3pp |
| Employer contribution / active EE | $4,762 | $5,281-9.8% | $4,214+13.0% | $4,662+2.1% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,720 | $9,663+21.3% | $6,716+74.5% | $13,400-12.5% |