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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 | $96,932 | $160,040-39.4% | $147,096-34.1% | $145,877-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.41% | 98.49%-98.9pp | 419.75%-420.2pp | 551.28%-551.7pp |
| Employer contribution / active EE | $9,300 | $5,289+75.8% | $4,936+88.4% | $4,663+99.4% |
| Participant deferral / active EE | $29,550 | $8,429+250.6% | $8,071+266.1% | $6,691+341.7% |
| Admin fee / account holder | $515 | $15,050-96.6% | $13,005-96.0% | $13,402-96.2% |