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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 | $49,151 | $180,459-72.8% | $154,108-68.1% | $135,380-63.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.39% | 888.21%-905.6pp | 735.21%-752.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,750 | $5,806+188.5% | $5,081+229.7% | $5,609+198.6% |
| Admin fee / account holder | $344 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |