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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 | $55,011 | $152,619-64.0% | $125,195-56.1% | $152,909-64.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -4.39% | 54.85%-59.2pp | 43.79%-48.2pp | 345.46%-349.9pp |
| Employer contribution / active EE | $10,000 | $4,947+102.1% | $3,866+158.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,920 | $13,437-41.1% | $9,704-18.4% | $11,601-31.7% |