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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 | $85,215 | $159,978-46.7% | $147,041-42.0% | $145,978-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.39% | 98.36%-107.8pp | 419.21%-428.6pp | 550.52%-559.9pp |
| Employer contribution / active EE | $10,750 | $5,288+103.3% | $4,935+117.8% | $4,662+130.6% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,690+355.9% |
| Admin fee / account holder | $15,228 | $15,053+1.2% | $13,006+17.1% | $13,400+13.6% |