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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 | $26,487 | $226,135-88.3% | $182,558-85.5% | $152,909-82.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.5%+7.5pp |
| Annual return | -9.35% | 192.60%-201.9pp | 148.59%-157.9pp | 345.46%-354.8pp |
| Employer contribution / active EE | $2,023 | $4,979-59.4% | $4,076-50.4% | $4,764-57.5% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,993 | $10,707-72.0% | $8,594-65.2% | $11,601-74.2% |