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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 | $98,449 | $135,639-27.4% | $110,241-10.7% | $135,382-27.3% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -20.38% | 513.21%-533.6pp | 314.75%-335.1pp | 519.77%-540.2pp |
| Employer contribution / active EE | $11,966 | $4,907+143.9% | $3,827+212.7% | $4,779+150.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,677 | $11,457-41.7% | $8,548-21.9% | $10,829-38.3% |