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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 | $71,070 | $165,399-57.0% | $149,745-52.5% | $158,982-55.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -22.15% | 348.34%-370.5pp | 276.72%-298.9pp | 302.99%-325.1pp |
| Employer contribution / active EE | $16,270 | $5,105+218.7% | $4,646+250.2% | $4,763+241.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,736 | $10,811-46.9% | $9,312-38.4% | $11,252-49.0% |