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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 | $94,356 | $202,342-53.4% | $172,752-45.4% | $152,897-38.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | -2.62% | 1029.83%-1032.4pp | 802.97%-805.6pp | 345.43%-348.0pp |
| Employer contribution / active EE | $3,037 | $5,858-48.1% | $5,144-41.0% | $4,764-36.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $683 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |