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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 | $43,630 | $159,934-72.7% | $147,005-70.3% | $145,959-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.28% | 98.24%-98.5pp | 418.76%-419.0pp | 561.95%-562.2pp |
| Employer contribution / active EE | $3,122 | $5,287-41.0% | $4,934-36.7% | $4,661-33.0% |
| Participant deferral / active EE | $3,928 | $8,427-53.4% | $8,070-51.3% | $6,689-41.3% |
| Admin fee / account holder | $441 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |