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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 | $129,717 | $160,028-18.9% | $147,080-11.8% | $145,884-11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.84% | 98.60%-105.4pp | 420.17%-427.0pp | 551.85%-558.7pp |
| Employer contribution / active EE | $3,679 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $29,266 | $8,422+247.5% | $8,066+262.8% | $6,690+337.5% |
| Admin fee / account holder | $1,574 | $15,030-89.5% | $12,989-87.9% | $13,392-88.2% |