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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 | $105,424 | $226,135-53.4% | $182,558-42.3% | $152,909-31.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -0.23% | 192.60%-192.8pp | 148.59%-148.8pp | 345.46%-345.7pp |
| Employer contribution / active EE | $9,019 | $4,979+81.1% | $4,076+121.3% | $4,764+89.3% |
| Participant deferral / active EE | $6,119 | $6,371-3.9% | $5,526+10.7% | $5,851+4.6% |
| Admin fee / account holder | $1,497 | $10,707-86.0% | $8,594-82.6% | $11,601-87.1% |