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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 | $145,333 | $160,028-9.2% | $147,080-1.2% | $145,884-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -28.93% | 98.60%-127.5pp | 420.17%-449.1pp | 551.85%-580.8pp |
| Employer contribution / active EE | $5,395 | $5,286+2.1% | $4,933+9.4% | $4,662+15.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,730 | $15,030-81.8% | $12,989-79.0% | $13,392-79.6% |