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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 | $144,723 | $160,070-9.6% | $147,117-1.6% | $145,897-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.27% | 98.69%-104.0pp | 420.54%-425.8pp | 552.29%-557.6pp |
| Employer contribution / active EE | $16,909 | $5,285+220.0% | $4,932+242.8% | $4,663+262.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,953 | $15,035-33.8% | $12,993-23.4% | $13,390-25.7% |