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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 | $109,355 | $144,130-24.1% | $117,861-7.2% | $147,586-25.9% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | -25.83% | 531.20%-557.0pp | 335.11%-360.9pp | 578.59%-604.4pp |
| Employer contribution / active EE | $24,917 | $4,897+408.8% | $3,786+558.1% | $4,876+411.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,167 | $10,887-43.4% | $8,021-23.1% | $10,886-43.3% |