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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 | $95,969 | $115,814-17.1% | $101,275-5.2% | $158,982-39.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.00% | 56.16%-62.2pp | 46.48%-52.5pp | 302.99%-309.0pp |
| Employer contribution / active EE | $3,744 | $4,176-10.3% | $3,660+2.3% | $4,763-21.4% |
| Participant deferral / active EE | $9,622 | $4,958+94.1% | $4,371+120.2% | $5,983+60.8% |
| Admin fee / account holder | $138,727 | $7,249+1813.8% | $5,948+2232.3% | $11,252+1133.0% |