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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 | $124,812 | $138,114-9.6% | $125,391-0.5% | $134,545-7.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.36% | 750.88%-772.2pp | 572.41%-593.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,683 | $7,801-52.8% | $7,448-50.6% | $6,401-42.5% |
| Admin fee / account holder | $3,009 | $11,570-74.0% | $10,009-69.9% | $11,431-73.7% |