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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 | $157,447 | $209,422-24.8% | $178,503-11.8% | $158,982-1.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.36% | 188.81%-191.2pp | 151.12%-153.5pp | 302.99%-305.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,000 | $5,955+17.5% | $5,202+34.6% | $5,983+17.0% |
| Admin fee / account holder | $3,362 | $17,079-80.3% | $13,987-76.0% | $11,252-70.1% |