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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 | $109,226 | $138,078-20.9% | $125,363-12.9% | $134,509-18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.50% | 750.49%-776.0pp | 572.15%-597.6pp | 418.13%-443.6pp |
| Employer contribution / active EE | $4,492 | $5,245-14.4% | $4,815-6.7% | $4,741-5.3% |
| Participant deferral / active EE | $4,364 | $7,800-44.1% | $7,447-41.4% | $6,400-31.8% |
| Admin fee / account holder | $905 | $11,566-92.2% | $10,005-91.0% | $11,427-92.1% |