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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 | $66,886 | $226,135-70.4% | $182,558-63.4% | $152,909-56.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -1.44% | 192.60%-194.0pp | 148.59%-150.0pp | 345.46%-346.9pp |
| Employer contribution / active EE | $3,540 | $4,979-28.9% | $4,076-13.2% | $4,764-25.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $926 | $10,707-91.4% | $8,594-89.2% | $11,601-92.0% |