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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 | $46,275 | $160,070-71.1% | $147,117-68.5% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.91% | 98.69%-105.6pp | 420.54%-427.5pp | 552.29%-559.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,606 | $8,419-69.0% | $8,065-67.7% | $6,689-61.0% |
| Admin fee / account holder | $6,698 | $15,035-55.5% | $12,993-48.5% | $13,390-50.0% |