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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 | $82,400 | $165,381-50.2% | $149,730-45.0% | $158,966-48.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -22.19% | 348.29%-370.5pp | 276.70%-298.9pp | 302.95%-325.1pp |
| Employer contribution / active EE | $4,500 | $5,104-11.8% | $4,645-3.1% | $4,762-5.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $725 | $10,809-93.3% | $9,310-92.2% | $11,250-93.6% |