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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 | $46,887 | $175,231-73.2% | $149,696-68.7% | $139,466-66.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | -1.36% | 166.77%-168.1pp | 134.46%-135.8pp | 373.66%-375.0pp |
| Employer contribution / active EE | $2,500 | $5,478-54.4% | $4,821-48.1% | $4,754-47.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $364 | $16,155-97.7% | $13,212-97.2% | $11,409-96.8% |