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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 | $49,564 | $209,422-76.3% | $178,503-72.2% | $158,982-68.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.61% | 188.81%-192.4pp | 151.12%-154.7pp | 302.99%-306.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,712 | $5,955+214.2% | $5,202+259.7% | $5,983+212.7% |
| Admin fee / account holder | $25,520 | $17,079+49.4% | $13,987+82.5% | $11,252+126.8% |