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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 | $100,149 | $58,391+71.5% | $76,667+30.6% | $72,976+37.2% |
| Participation rate | 98.3% | 67.4%+30.9pp | 72.1%+26.2pp | 69.5%+28.8pp |
| Annual return | -2.79% | 2306.65%-2309.4pp | 1166.74%-1169.5pp | 81.02%-83.8pp |
| Employer contribution / active EE | $10,375 | $1,787+480.7% | $2,303+350.5% | $2,440+325.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,445 | $4,014+10.7% | $6,423-30.8% | $5,124-13.3% |