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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 | $72,700 | $190,879-61.9% | $160,009-54.6% | $134,532-46.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.52% | 552.63%-574.1pp | 408.85%-430.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $6,500 | $4,995+30.1% | $4,225+53.8% | $4,741+37.1% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,464 | $10,495-86.0% | $8,715-83.2% | $11,429-87.2% |