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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 | $107,133 | $138,102-22.4% | $125,381-14.6% | $134,532-20.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.64% | 750.73%-774.4pp | 572.31%-596.0pp | 418.27%-441.9pp |
| Employer contribution / active EE | $12,677 | $5,245+141.7% | $4,815+163.3% | $4,741+167.4% |
| Participant deferral / active EE | $4,671 | $7,801-40.1% | $7,448-37.3% | $6,401-27.0% |
| Admin fee / account holder | $1,144 | $11,568-90.1% | $10,007-88.6% | $11,429-90.0% |