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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 | $77,713 | $183,988-57.8% | $162,177-52.1% | $152,897-49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -1.24% | 150.79%-152.0pp | 115.60%-116.8pp | 345.43%-346.7pp |
| Employer contribution / active EE | $1,472 | $6,370-76.9% | $5,613-73.8% | $4,764-69.1% |
| Participant deferral / active EE | $17,250 | $8,032+114.8% | $7,297+136.4% | $5,851+194.8% |
| Admin fee / account holder | $6,250 | $13,123-52.4% | $10,843-42.4% | $11,599-46.1% |