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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 | $77,711 | $160,040-51.4% | $147,096-47.2% | $145,877-46.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.12% | 98.49%-107.6pp | 419.75%-428.9pp | 551.28%-560.4pp |
| Employer contribution / active EE | $13,650 | $5,289+158.1% | $4,936+176.5% | $4,663+192.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,731 | $15,050-68.6% | $13,005-63.6% | $13,402-64.7% |