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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 | $105,000 | $138,114-24.0% | $125,391-16.3% | $134,545-22.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -37.82% | 750.88%-788.7pp | 572.41%-610.2pp | 418.37%-456.2pp |
| Employer contribution / active EE | $5,060 | $5,246-3.5% | $4,816+5.1% | $4,742+6.7% |
| Participant deferral / active EE | $24,833 | $7,801+218.3% | $7,448+233.4% | $6,401+287.9% |
| Admin fee / account holder | $727 | $11,570-93.7% | $10,009-92.7% | $11,431-93.6% |