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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 | $95,000 | $184,000-48.4% | $162,185-41.4% | $152,909-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -13.17% | 150.80%-164.0pp | 115.61%-128.8pp | 345.46%-358.6pp |
| Employer contribution / active EE | $2,938 | $6,370-53.9% | $5,613-47.7% | $4,764-38.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $775 | $13,124-94.1% | $10,844-92.9% | $11,601-93.3% |