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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 | $100,473 | $134,817-25.5% | $123,973-19.0% | $155,188-35.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -5.38% | 515.49%-520.9pp | 388.13%-393.5pp | 148.84%-154.2pp |
| Employer contribution / active EE | $10,000 | $4,425+126.0% | $4,126+142.4% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,241 | $13,245-75.5% | $11,799-72.5% | $14,480-77.6% |