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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 | $160,040-9.6% | $147,096-1.6% | $145,877-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.27% | 98.49%-103.8pp | 419.75%-425.0pp | 551.28%-556.5pp |
| Employer contribution / active EE | $16,909 | $5,289+219.7% | $4,936+242.6% | $4,663+262.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,953 | $15,050-33.9% | $13,005-23.5% | $13,402-25.7% |