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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 | $86,828 | $135,645-36.0% | $110,243-21.2% | $135,379-35.9% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -9.14% | 513.24%-522.4pp | 314.76%-323.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $7,350 | $4,907+49.8% | $3,827+92.1% | $4,779+53.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,931 | $11,458+4.1% | $8,548+39.6% | $10,828+10.2% |