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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 | $110,141 | $196,972-44.1% | $182,262-39.6% | $198,609-44.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -2.49% | 158.27%-160.8pp | 140.60%-143.1pp | 202.70%-205.2pp |
| Employer contribution / active EE | $8,000 | $5,364+49.2% | $5,046+58.5% | $5,055+58.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,479 | $18,429-86.5% | $16,712-85.2% | $19,030-87.0% |