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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 | $181,789 | $138,114+31.6% | $125,391+45.0% | $134,545+35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.09% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $3,333 | $5,246-36.5% | $4,816-30.8% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,552 | $11,570-26.1% | $10,009-14.5% | $11,431-25.2% |