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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 | $100,637 | $135,645-25.8% | $110,243-8.7% | $135,379-25.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.68% | 513.24%-523.9pp | 314.76%-325.4pp | 519.79%-530.5pp |
| Employer contribution / active EE | $3,840 | $4,907-21.7% | $3,827+0.3% | $4,779-19.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,544 | $11,458-86.5% | $8,548-81.9% | $10,828-85.7% |