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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 | $169,151 | $209,422-19.2% | $178,503-5.2% | $158,982+6.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.06% | 188.81%-189.9pp | 151.12%-152.2pp | 302.99%-304.0pp |
| Employer contribution / active EE | $3,969 | $5,707-30.5% | $5,011-20.8% | $4,763-16.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,690 | $17,079-72.5% | $13,987-66.5% | $11,252-58.3% |