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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 | $55,948 | $165,361-66.2% | $149,715-62.6% | $158,950-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.39% | 348.24%-350.6pp | 276.66%-279.1pp | 302.91%-305.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,347 | $7,182-53.4% | $6,842-51.1% | $5,983-44.1% |
| Admin fee / account holder | $29,844 | $10,808+176.1% | $9,310+220.6% | $11,248+165.3% |