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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 | $80,428 | $196,972-59.2% | $182,262-55.9% | $198,609-59.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -11.87% | 158.27%-170.1pp | 140.60%-152.5pp | 202.70%-214.6pp |
| Employer contribution / active EE | $2,381 | $5,364-55.6% | $5,046-52.8% | $5,055-52.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,511 | $18,429-64.7% | $16,712-61.0% | $19,030-65.8% |