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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 | $75,561 | $180,462-58.1% | $154,111-51.0% | $135,379-44.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.62% | 888.17%-905.8pp | 735.18%-752.8pp | 519.79%-537.4pp |
| Employer contribution / active EE | $5,690 | $6,036-5.7% | $5,298+7.4% | $4,779+19.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,877 | $16,145-82.2% | $13,411-78.6% | $10,828-73.4% |