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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 | $77,113 | $160,059-51.8% | $140,019-44.9% | $135,379-43.0% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -12.50% | 911.44%-923.9pp | 651.15%-663.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $3,043 | $6,420-52.6% | $5,605-45.7% | $4,779-36.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,234 | $13,328-75.7% | $10,705-69.8% | $10,828-70.1% |