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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 | $68,294 | $209,425-67.4% | $178,499-61.7% | $158,966-57.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.43% | 188.80%-191.2pp | 151.10%-153.5pp | 302.95%-305.4pp |
| Employer contribution / active EE | $2,350 | $5,707-58.8% | $5,011-53.1% | $4,762-50.6% |
| Participant deferral / active EE | $3,739 | $5,955-37.2% | $5,202-28.1% | $5,983-37.5% |
| Admin fee / account holder | $1,940 | $17,078-88.6% | $13,986-86.1% | $11,250-82.8% |