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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 | $122,595 | $148,629-17.5% | $135,982-9.8% | $139,487-12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -17.43% | 79.33%-96.8pp | 68.32%-85.8pp | 373.84%-391.3pp |
| Employer contribution / active EE | $62,417 | $5,247+1089.7% | $4,859+1184.6% | $4,755+1212.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,692 | $12,406+26.5% | $10,767+45.7% | $11,407+37.6% |