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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 | $118,405 | $160,059-26.0% | $140,019-15.4% | $135,380-12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.51% | 911.48%-935.0pp | 651.17%-674.7pp | 519.81%-543.3pp |
| Employer contribution / active EE | $33,648 | $6,420+424.1% | $5,605+500.3% | $4,779+604.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,220 | $13,328-68.3% | $10,705-60.6% | $10,828-61.0% |