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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 | $153,595 | $115,796+32.6% | $101,264+51.7% | $158,950-3.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.73% | 56.15%-63.9pp | 46.48%-54.2pp | 302.91%-310.6pp |
| Employer contribution / active EE | $3,019 | $4,175-27.7% | $3,660-17.5% | $4,762-36.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,336 | $7,247-26.4% | $5,947-10.3% | $11,248-52.6% |