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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 | $67,999 | $144,130-52.8% | $117,861-42.3% | $147,586-53.9% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | -0.64% | 531.20%-531.8pp | 335.11%-335.7pp | 578.59%-579.2pp |
| Employer contribution / active EE | $11,458 | $4,897+134.0% | $3,786+202.6% | $4,876+135.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,728 | $10,887-38.2% | $8,021-16.1% | $10,886-38.2% |