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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 | $72,464 | $73,518-1.4% | $63,005+15.0% | $147,585-50.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 1.90% | 175.46%-173.6pp | 87.59%-85.7pp | 578.58%-576.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,203 | $4,183+120.0% | $3,329+176.4% | $5,439+69.2% |
| Admin fee / account holder | $2,765 | $5,952-53.5% | $3,599-23.2% | $10,886-74.6% |