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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 | $136,187 | $198,457-31.4% | $170,435-20.1% | $147,586-7.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -54.15% | 257.30%-311.5pp | 205.94%-260.1pp | 578.59%-632.7pp |
| Employer contribution / active EE | $17,258 | $6,183+179.1% | $5,432+217.7% | $4,876+253.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $140,480 | $16,852+733.6% | $13,881+912.0% | $10,886+1190.5% |