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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 | $130,663 | $160,059-18.4% | $140,019-6.7% | $135,382-3.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.44% | 911.44%-922.9pp | 651.15%-662.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $19,314 | $6,420+200.9% | $5,605+244.6% | $4,779+304.2% |
| Participant deferral / active EE | $9,425 | $7,641+23.4% | $6,927+36.1% | $5,609+68.0% |
| Admin fee / account holder | $2,539 | $13,328-81.0% | $10,705-76.3% | $10,829-76.6% |