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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 | $57,503 | $183,978-68.7% | $162,171-64.5% | $152,885-62.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -3.24% | 150.78%-154.0pp | 115.60%-118.8pp | 345.39%-348.6pp |
| Employer contribution / active EE | $2,500 | $6,370-60.8% | $5,613-55.5% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,998 | $13,122-84.8% | $10,843-81.6% | $11,598-82.8% |